|
1
|
|
$92.7M
|
-$2.36M
|
-62,311
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$87.4M
|
+$1M
|
+26,437
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$32.1M
|
-$1.68M
|
-44,326
|
-5%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.6M
|
+$1.13M
|
+29,842
|
+5%
|
|
|
5
|
WESCAP Management Group
Glendale,
California
|
$19M
|
-$148K
|
-3,908
|
-0.8%
|
|
|
6
|
Summit Asset Management
Memphis,
Tennessee
|
$13.7M
|
-$57.5K
|
-1,519
|
-0.4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$2.64M
|
+69,621
|
+26%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$13.1M
|
+$136K
|
+3,596
|
+1%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.8M
|
+$1.81M
|
+47,932
|
+19%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
+$2.68M
|
+70,667
|
+31%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.1M
|
+$447K
|
+11,803
|
+4%
|
|
|
12
|
Curi RMB Capital
Chicago,
Illinois
|
$10.6M
|
-$282K
|
-7,441
|
-3%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$10.5M
|
-$1.05M
|
-27,765
|
-9%
|
|
|
14
|
SPC Financial Inc
Rockville,
Maryland
|
$9.3M
|
+$2.16M
|
+57,071
|
+32%
|
|
|
15
|
FDx Advisors
Chicago,
Illinois
|
$8.73M
|
-$2.67M
|
-70,599
|
-24%
|
|
|
16
|
Choice Wealth Advisors
Waterville,
Maine
|
$8.47M
|
+$8.16M
|
+215,403
|
New
|
|
|
17
|
Cardinal Point Wealth Management
Irvine,
California
|
$7.9M
|
+$7.61M
|
+201,035
|
New
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$7.19M
|
-$1.06M
|
-28,106
|
-13%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.82M
|
-$2.49M
|
-65,787
|
-27%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$6.75M
|
+$2.65M
|
+70,008
|
+69%
|
|
|
21
|
Berkeley Inc
Boise,
Idaho
|
$6.5M
|
+$6.26M
|
+165,231
|
New
|
|
|
22
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$5.67M
|
+$419K
|
+11,060
|
+8%
|
|
|
23
|
|
$5.39M
|
-$850K
|
-22,444
|
-14%
|
|
|
24
|
Pathstone Family Office
Englewood,
New Jersey
|
$5.15M
|
+$4.96M
|
+130,980
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.13M
|
-$1.47M
|
-38,850
|
-23%
|
|
