|
1
|
Neuberger Berman Group
New York
|
$15M
|
+$9.42M
|
+401,100
|
+170%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.19M
|
-$18.7K
|
-795
|
-0.2%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$5.97M
|
+$5.97M
|
+254,127
|
New
|
|
|
4
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.92M
|
+$3.92M
|
+167,016
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.89M
|
+$409K
|
+17,416
|
+12%
|
|
|
6
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.45M
|
+$330K
|
+14,065
|
+11%
|
|
|
7
|
|
$3.32M
|
-$26.8K
|
-1,141
|
-0.8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.29M
|
+$1.72M
|
+73,290
|
+110%
|
|
|
9
|
Eschler Asset Management
London,
United Kingdom
|
$3.29M
|
+$3.29M
|
+140,000
|
New
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$2.44M
|
+$1.64M
|
+70,019
|
+207%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.8M
|
-$57.7K
|
-2,458
|
-3%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.8M
|
-$57.7K
|
-2,458
|
-3%
|
|
|
13
|
Trek Financial
Scottsdale,
Arizona
|
$1.16M
|
+$241K
|
+10,245
|
+26%
|
|
|
14
|
Worth Asset Management
Dallas,
Texas
|
$1.16M
|
-$908K
|
-38,689
|
-44%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1M
|
+$395K
|
+16,844
|
+65%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$934K
|
+$53.3K
|
+2,270
|
+6%
|
|
|
17
|
|
$828K
|
+$380K
|
+16,190
|
+85%
|
|
|
18
|
|
$768K
|
–
|
–
|
–
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$649K
|
+$40.5K
|
+1,726
|
+7%
|
|
|
20
|
Checchi Capital Advisers
Beverly Hills,
California
|
$610K
|
-$3.87K
|
-165
|
-0.6%
|
|
|
21
|
Prudential Financial
Newark,
New Jersey
|
$517K
|
–
|
–
|
–
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$335K
|
+$118K
|
+5,047
|
+55%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$330K
|
+$32K
|
+1,361
|
+11%
|
|
|
24
|
Evolution Wealth Advisors
Aventura,
Florida
|
$298K
|
–
|
–
|
–
|
|
|
25
|
Blue Trust Inc
Alpharetta,
Georgia
|
$269K
|
+$275K
|
+11,707
|
New
|
|
