|
1
|
|
$29.3M
|
-$4.22M
|
-178,773
|
-13%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$24M
|
+$4.59M
|
+194,451
|
+24%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$16.1M
|
-$827K
|
-35,000
|
-5%
|
|
|
4
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$13.5M
|
+$1.64M
|
+69,314
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13.4M
|
+$887K
|
+37,545
|
+7%
|
|
|
6
|
First Foundation Advisors
Irvine,
California
|
$7.94M
|
-$1M
|
-42,499
|
-12%
|
|
|
7
|
|
$5.17M
|
-$1.24M
|
-52,409
|
-20%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.03M
|
-$1.94K
|
-82
|
-0%
|
|
|
9
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$2.68M
|
-$297K
|
-12,566
|
-10%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.4M
|
+$1.09M
|
+46,258
|
+88%
|
|
|
11
|
VSR Financial Services
Overland Park,
Kansas
|
$1.22M
|
+$62K
|
+2,624
|
+6%
|
|
|
12
|
Ronald Blue & Co
Roswell,
Georgia
|
$1.15M
|
+$21.9K
|
+928
|
+2%
|
|
|
13
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.09M
|
–
|
–
|
–
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$851K
|
-$402K
|
-17,006
|
-33%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$850K
|
+$66.6K
|
+2,822
|
+9%
|
|
|
16
|
B. Riley Financial
Los Angeles,
California
|
$711K
|
+$1.27K
|
+54
|
+0.2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$544K
|
-$471K
|
-19,939
|
-47%
|
|
|
18
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$486K
|
–
|
–
|
–
|
|
|
19
|
Winfield Associates
Cleveland,
Ohio
|
$407K
|
-$4.72K
|
-200
|
-1%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$362K
|
+$353K
|
+14,956
|
New
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$349K
|
–
|
–
|
–
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$312K
|
+$34.8K
|
+1,475
|
+13%
|
|
|
23
|
|
$300K
|
-$46.4K
|
-1,966
|
-14%
|
|
|
24
|
Garrison Bradford & Associates
New York
|
$292K
|
+$283K
|
+12,000
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$290K
|
+$1.2K
|
+51
|
+0.4%
|
|
