|
1
|
UBS Group
Zurich,
Switzerland
|
$30.5M
|
-$2.75M
|
-48,517
|
-8%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29.8M
|
-$1.6M
|
-28,271
|
-5%
|
|
|
3
|
|
$16.6M
|
-$925K
|
-16,324
|
-5%
|
|
|
4
|
|
$12.8M
|
-$1.68M
|
-29,666
|
-11%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
-$10.6M
|
-187,027
|
-45%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.4M
|
+$685K
|
+12,092
|
+8%
|
|
|
7
|
Sterneck Capital Management
Kansas City,
Missouri
|
$8.21M
|
+$188K
|
+3,316
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.7M
|
+$199K
|
+3,507
|
+3%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.25M
|
+$6.61M
|
+116,719
|
New
|
|
|
10
|
|
$6.16M
|
+$1.03M
|
+18,194
|
+19%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.83M
|
+$742K
|
+13,091
|
+14%
|
|
|
12
|
LexAurum Advisors
Overland Park,
Kansas
|
$5.32M
|
+$502K
|
+8,863
|
+10%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$5.14M
|
+$5.44M
|
+96,024
|
New
|
|
|
14
|
Savoie Capital
Chicago,
Illinois
|
$5M
|
–
|
–
|
–
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.09M
|
-$1.02M
|
-18,052
|
-19%
|
|
|
16
|
Wealthedge Investment Advisors
New York
|
$2.94M
|
+$3.11M
|
+54,838
|
New
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$2.92M
|
+$3.91K
|
+69
|
+0.1%
|
|
|
18
|
|
$2.91M
|
+$2.74M
|
+48,286
|
+806%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.01M
|
+$39.8K
|
+703
|
+2%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.94M
|
+$2.06M
|
+36,300
|
New
|
|
|
21
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.75M
|
-$384K
|
-6,768
|
-17%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.54M
|
-$98.8K
|
-1,743
|
-6%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$1.53M
|
+$1.62M
|
+28,574
|
New
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$1.52M
|
+$2.38K
|
+42
|
+0.1%
|
|
|
25
|
Empire Financial Management Company
New York
|
$1.18M
|
+$20.1K
|
+355
|
+2%
|
|
