|
1
|
UBS Group
Zurich,
Switzerland
|
$68.5M
|
+$286K
|
+5,600
|
+0.4%
|
|
|
2
|
|
$36.6M
|
+$7.71K
|
+151
|
+0%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$30.5M
|
+$16.4M
|
+321,500
|
+131%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$22.4M
|
-$32.7K
|
-640
|
-0.2%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$20.7M
|
-$93.5K
|
-1,830
|
-0.5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
+$3.94M
|
+77,186
|
+29%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$1.94M
|
+37,965
|
+20%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.7M
|
+$9.79M
|
+191,711
|
+2,698%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$9.73M
|
+$998K
|
+19,549
|
+12%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.49M
|
+$1.37M
|
+26,867
|
+20%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.76M
|
+$317K
|
+6,199
|
+5%
|
|
|
12
|
Gray Financial Group
Atlanta,
Georgia
|
$6.74M
|
-$1.16M
|
-22,800
|
-15%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$5.05M
|
+$458K
|
+8,974
|
+11%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.5M
|
+$297K
|
+5,806
|
+14%
|
|
|
15
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$1.47M
|
-$6.23K
|
-122
|
-0.4%
|
|
|
16
|
Horizon Investments
Charlotte,
North Carolina
|
$1.33M
|
+$1.27M
|
+24,794
|
New
|
|
|
17
|
Hefty Wealth Partners
Auburn,
Indiana
|
$1.04M
|
+$647K
|
+12,671
|
+189%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$783K
|
-$118K
|
-2,306
|
-20%
|
|
|
19
|
American International Group
New York
|
$750K
|
+$475K
|
+9,300
|
+200%
|
|
|
20
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$657K
|
+$624K
|
+12,220
|
New
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$630K
|
-$264K
|
-5,165
|
-31%
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$605K
|
+$494K
|
+9,672
|
+608%
|
|
|
23
|
Darrell & King
Charlottesville,
Virginia
|
$508K
|
-$105K
|
-2,050
|
-18%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$477K
|
-$135K
|
-2,649
|
-23%
|
|
|
25
|
IPG Investment Advisors
San Diego,
California
|
$322K
|
–
|
–
|
–
|
|
