|
1
|
UBS Group
Zurich,
Switzerland
|
$38.2M
|
-$8.42M
|
-144,899
|
-18%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$26.7M
|
+$2.28M
|
+39,155
|
+10%
|
|
|
3
|
|
$24.5M
|
+$3.51M
|
+60,447
|
+17%
|
|
|
4
|
Journey Strategic Wealth
Summit,
New Jersey
|
$21.9M
|
+$3.75M
|
+64,447
|
+21%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$18.1M
|
+$11M
|
+189,740
|
+166%
|
|
|
6
|
Berkshire Money Management
Dalton,
Massachusetts
|
$14.6M
|
+$122K
|
+2,105
|
+0.9%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.6M
|
-$978K
|
-16,824
|
-10%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.92M
|
+$558K
|
+9,602
|
+8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.08M
|
+$5.11M
|
+87,882
|
+282%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.74M
|
+$1.31M
|
+22,504
|
+30%
|
|
|
11
|
|
$5.4M
|
+$5.28M
|
+90,815
|
New
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.92M
|
+$283K
|
+4,862
|
+6%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$4.8M
|
+$2.43M
|
+41,739
|
+107%
|
|
|
14
|
Two Sigma Investments
New York
|
$3.13M
|
+$564K
|
+9,700
|
+23%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.52M
|
+$56.6K
|
+973
|
+2%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.35M
|
+$2.3M
|
+39,548
|
New
|
|
|
17
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.19M
|
+$100K
|
+1,720
|
+5%
|
|
|
18
|
Integrity Alliance
Urbandale,
Iowa
|
$1.86M
|
+$1.82M
|
+31,267
|
New
|
|
|
19
|
Orser Capital Management
Southlake,
Texas
|
$1.67M
|
–
|
–
|
–
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.6M
|
-$85.4K
|
-1,469
|
-5%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.57M
|
+$128K
|
+2,206
|
+9%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$1.56M
|
-$13.5K
|
-233
|
-0.9%
|
|
|
23
|
Indie Asset Partners
Carmel,
Indiana
|
$1.56M
|
-$90.7K
|
-1,560
|
-6%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.51M
|
-$98.8K
|
-1,700
|
-6%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.36M
|
–
|
–
|
–
|
|
