|
1
|
|
$42M
|
+$4.28M
|
+58,320
|
+12%
|
|
|
2
|
Osborne Partners Capital Management
San Francisco,
California
|
$17.6M
|
-$1.04M
|
-14,099
|
-6%
|
|
|
3
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$12.4M
|
-$20.9K
|
-285
|
-0.2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11M
|
+$6.69M
|
+91,017
|
+173%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.7M
|
+$5.44M
|
+74,052
|
+115%
|
|
|
6
|
Jennison Associates
New York
|
$7.47M
|
+$7.13M
|
+97,057
|
New
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.28M
|
+$14.7K
|
+200
|
+0.2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.93M
|
+$1.19M
|
+16,246
|
+47%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.24M
|
-$113K
|
-1,543
|
-4%
|
|
|
10
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.91M
|
–
|
–
|
–
|
|
|
11
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$2.82M
|
+$1.37M
|
+18,683
|
+94%
|
|
|
12
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$2.81M
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.79M
|
+$257K
|
+3,501
|
+11%
|
|
|
14
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$2.73M
|
–
|
–
|
–
|
|
|
15
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$2.49M
|
+$150K
|
+2,042
|
+7%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.46M
|
+$119K
|
+1,614
|
+5%
|
|
|
17
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.16M
|
+$436K
|
+5,937
|
+27%
|
|
|
18
|
|
$2.03M
|
-$5.29M
|
-71,957
|
-73%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$1.83M
|
–
|
–
|
–
|
|
|
20
|
Larson Financial Group
St Louis,
Missouri
|
$1.79M
|
+$1.61M
|
+21,957
|
+1,761%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.32M
|
+$186K
|
+2,525
|
+17%
|
|
|
22
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.25M
|
-$312K
|
-4,250
|
-21%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.12M
|
+$296K
|
+4,025
|
+38%
|
|
|
24
|
Perennial Investment Advisors
Los Angeles,
California
|
$968K
|
+$50.3K
|
+684
|
+6%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$966K
|
+$329K
|
+4,478
|
+55%
|
|
