|
1
|
DZ Bank
Frankfurt Am Main,
Germany
|
$146M
|
–
|
–
|
–
|
|
|
2
|
|
$111M
|
-$46.8M
|
-1,572,080
|
-28%
|
|
|
3
|
Equitable Trust
Nashville,
Tennessee
|
$60M
|
-$4.49M
|
-150,774
|
-7%
|
|
|
4
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$32.3M
|
+$3.16M
|
+105,939
|
+10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$24.6M
|
-$1.71M
|
-57,411
|
-6%
|
|
|
6
|
Shufro Rose & Co
New York
|
$22.3M
|
+$487K
|
+16,341
|
+2%
|
|
|
7
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$16.4M
|
+$1.74M
|
+58,427
|
+11%
|
|
|
8
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$16M
|
+$105K
|
+3,521
|
+0.6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$15.8M
|
-$5.3M
|
-177,782
|
-24%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.9M
|
+$1.31M
|
+43,974
|
+9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.4M
|
+$2.46M
|
+82,527
|
+19%
|
|
|
12
|
TrinityPoint Wealth
Milford,
Connecticut
|
$12.9M
|
+$18.8K
|
+632
|
+0.1%
|
|
|
13
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$12.8M
|
+$6.67M
|
+223,726
|
+94%
|
|
|
14
|
TMD Wealth Management
Scottsdale,
Arizona
|
$12.1M
|
-$15.1K
|
-507
|
-0.1%
|
|
|
15
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$10.5M
|
+$292K
|
+9,807
|
+3%
|
|
|
16
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$9.92M
|
+$276K
|
+9,247
|
+3%
|
|
|
17
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$9.14M
|
-$246K
|
-8,260
|
-2%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$8.81M
|
+$4.95M
|
+166,255
|
+111%
|
|
|
19
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$8.52M
|
+$1.63M
|
+54,757
|
+22%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$7.76M
|
-$4.11M
|
-137,845
|
-33%
|
|
|
21
|
InterOcean Capital Group
Nashville,
Tennessee
|
$7.67M
|
+$8.21M
|
+275,563
|
New
|
|
|
22
|
Fiduciary Planning
Englewood,
Florida
|
$7.25M
|
+$147K
|
+4,946
|
+2%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.23M
|
+$276K
|
+9,249
|
+4%
|
|
|
24
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$7.2M
|
-$3.1K
|
-104
|
-0%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.84M
|
-$1.62M
|
-54,275
|
-18%
|
|
