|
1
|
DZ Bank
Frankfurt Am Main,
Germany
|
$165M
|
–
|
–
|
–
|
|
|
2
|
|
$123M
|
-$2.03M
|
-65,534
|
-2%
|
|
|
3
|
Equitable Trust
Nashville,
Tennessee
|
$72.8M
|
+$4.86M
|
+156,583
|
+7%
|
|
|
4
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$32.2M
|
-$4.22M
|
-136,169
|
-12%
|
|
|
5
|
Shufro Rose & Co
New York
|
$25.6M
|
+$346K
|
+11,173
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$25.2M
|
-$2.63M
|
-84,732
|
-10%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$21.4M
|
+$11.2M
|
+362,383
|
+114%
|
|
|
8
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$20.4M
|
+$1.86M
|
+60,082
|
+10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$17.6M
|
-$204K
|
-6,583
|
-1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.1M
|
-$1.73M
|
-55,755
|
-10%
|
|
|
11
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$14M
|
-$472K
|
-15,206
|
-3%
|
|
|
12
|
TMD Wealth Management
Scottsdale,
Arizona
|
$13.6M
|
-$35.9K
|
-1,157
|
-0.3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.4M
|
-$3.83M
|
-123,624
|
-24%
|
|
|
14
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$12.1M
|
+$239K
|
+7,714
|
+2%
|
|
|
15
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$11.9M
|
-$6.14M
|
-197,841
|
-34%
|
|
|
16
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$11.1M
|
+$1.48M
|
+47,845
|
+16%
|
|
|
17
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$10.4M
|
-$850K
|
-27,410
|
-8%
|
|
|
18
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$10.3M
|
-$56.8K
|
-1,832
|
-0.6%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.94M
|
+$746K
|
+24,053
|
+9%
|
|
|
20
|
|
$8.75M
|
+$5.35M
|
+172,549
|
+164%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$8.61M
|
-$169K
|
-5,450
|
-2%
|
|
|
22
|
InterOcean Capital Group
Nashville,
Tennessee
|
$8.56M
|
-$117K
|
-3,764
|
-1%
|
|
|
23
|
Parkside Investments
Deerfield,
Illinois
|
$8.52M
|
+$8.39M
|
+270,510
|
New
|
|
|
24
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$8.4M
|
+$98.3K
|
+3,171
|
+1%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$8.39M
|
+$702K
|
+22,641
|
+9%
|
|
