|
1
|
|
$80.4M
|
-$3.12M
|
-99,434
|
-4%
|
|
|
2
|
Shufro Rose & Co
New York
|
$35.1M
|
+$2.41M
|
+76,755
|
+7%
|
|
|
3
|
Equitable Trust
Nashville,
Tennessee
|
$33.7M
|
-$29.1M
|
-926,757
|
-46%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$30.1M
|
+$1.95M
|
+62,142
|
+7%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$16.3M
|
-$1.06M
|
-33,809
|
-6%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.7M
|
+$1.69M
|
+53,982
|
+13%
|
|
|
7
|
TMD Wealth Management
Scottsdale,
Arizona
|
$14.5M
|
+$1.28M
|
+40,773
|
+9%
|
|
|
8
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$12.3M
|
+$45.4K
|
+1,449
|
+0.4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$2.57M
|
-82,130
|
-17%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
-$2.17M
|
-69,356
|
-17%
|
|
|
11
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$10.1M
|
+$409K
|
+13,051
|
+4%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.96M
|
-$650K
|
-20,720
|
-7%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.35M
|
+$141K
|
+4,486
|
+2%
|
|
|
14
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$8.14M
|
+$279K
|
+8,888
|
+3%
|
|
|
15
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$8.1M
|
-$3.35M
|
-106,879
|
-29%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$7.78M
|
+$1.72M
|
+54,847
|
+27%
|
|
|
17
|
|
$7.62M
|
-$2.24M
|
-71,559
|
-22%
|
|
|
18
|
Edge Capital Group
Atlanta,
Georgia
|
$7.43M
|
+$799K
|
+25,478
|
+12%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.32M
|
-$548K
|
-17,480
|
-7%
|
|
|
20
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$6.49M
|
-$167K
|
-5,312
|
-2%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$6.41M
|
-$2.06M
|
-65,853
|
-24%
|
|
|
22
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$6.28M
|
+$121K
|
+3,855
|
+2%
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$6.26M
|
-$37.7M
|
-1,203,298
|
-85%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.07M
|
-$953K
|
-30,396
|
-13%
|
|
|
25
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$5.77M
|
+$2.82K
|
+90
|
+0%
|
|
