|
1
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$10.5M
|
+673,396
|
New
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$8.85M
|
+$659K
|
+42,255
|
+8%
|
|
|
3
|
|
$7.79M
|
+$581K
|
+37,214
|
+8%
|
|
|
4
|
|
$4.54M
|
-$846K
|
-54,222
|
-16%
|
|
|
5
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$4.44M
|
+$321K
|
+20,565
|
+8%
|
|
|
6
|
|
$3.71M
|
+$349K
|
+22,348
|
+11%
|
|
|
7
|
Shaker Financial Services
Arlington,
Virginia
|
$1.96M
|
-$521K
|
-33,394
|
-22%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.55M
|
+$140K
|
+8,944
|
+10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.13M
|
+$103K
|
+6,578
|
+10%
|
|
|
10
|
First Trust Advisors
Wheaton,
Illinois
|
$903K
|
+$67.6K
|
+4,333
|
+8%
|
|
|
11
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$710K
|
+$82.1K
|
+5,263
|
+14%
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
$598K
|
+$577K
|
+37,015
|
New
|
|
|
13
|
|
$436K
|
+$250K
|
+16,000
|
+145%
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$387K
|
–
|
–
|
–
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$307K
|
-$3.12K
|
-200
|
-1%
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$210K
|
-$23.9K
|
-1,533
|
-11%
|
|
|
18
|
Oppenheimer & Co
New York
|
$205K
|
+$198K
|
+12,700
|
New
|
|
|
19
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$196K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$164K
|
-$59.3K
|
-3,799
|
-27%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$155K
|
–
|
–
|
–
|
|
|
22
|
National Planning Corporation
El Segundo,
California
|
$58.9K
|
+$59.3K
|
+3,800
|
New
|
|
|
23
|
American International Group
New York
|
$40.7K
|
+$31.2K
|
+2,000
|
+385%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$40K
|
+$23.5K
|
+1,508
|
+151%
|
|
|
25
|
Optimum Investment Advisors
Chicago,
Illinois
|
$32K
|
-$30.1K
|
-1,930
|
-49%
|
|
