|
1
|
|
$34M
|
+$1.4M
|
+21,151
|
+5%
|
|
|
2
|
Osborne Partners Capital Management
San Francisco,
California
|
$17M
|
-$7.79M
|
-117,596
|
-33%
|
|
|
3
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$11.3M
|
+$10.7M
|
+161,916
|
New
|
|
|
4
|
|
$6.87M
|
-$5.78M
|
-87,230
|
-47%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.69M
|
-$15.3K
|
-231
|
-0.3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.5M
|
+$3.74M
|
+56,504
|
+717%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.67M
|
+$1M
|
+15,111
|
+40%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.05M
|
+$234K
|
+3,538
|
+9%
|
|
|
9
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.64M
|
+$689K
|
+10,400
|
+38%
|
|
|
10
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$2.55M
|
+$364K
|
+5,500
|
+18%
|
|
|
11
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$2.48M
|
–
|
–
|
–
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.43M
|
+$180K
|
+2,715
|
+8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.29M
|
-$277K
|
-4,178
|
-11%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$2.28M
|
+$1.07M
|
+16,120
|
+97%
|
|
|
15
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.17M
|
+$895K
|
+13,500
|
+77%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.13M
|
+$267K
|
+4,027
|
+15%
|
|
|
17
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$2.12M
|
+$194K
|
+2,921
|
+11%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$1.67M
|
+$231K
|
+3,492
|
+17%
|
|
|
19
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.55M
|
+$1.47M
|
+22,125
|
New
|
|
|
20
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.44M
|
+$58.1K
|
+876
|
+4%
|
|
|
21
|
|
$1.41M
|
+$996K
|
+15,026
|
+289%
|
|
|
22
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1.39M
|
+$1.31M
|
+19,813
|
New
|
|
|
23
|
|
$1.12M
|
+$1.06M
|
+16,042
|
New
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.02M
|
+$722K
|
+10,896
|
+292%
|
|
|
25
|
Perennial Investment Advisors
Los Angeles,
California
|
$832K
|
-$42.5K
|
-642
|
-5%
|
|
