|
1
|
|
$29.4M
|
-$919K
|
-36,611
|
-3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$28.2M
|
+$3.39M
|
+135,015
|
+14%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$17.1M
|
+$502K
|
+20,000
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$13.9M
|
+$104K
|
+4,146
|
+0.8%
|
|
|
5
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$13.1M
|
-$847K
|
-33,709
|
-6%
|
|
|
6
|
First Foundation Advisors
Irvine,
California
|
$7.55M
|
-$660K
|
-26,295
|
-8%
|
|
|
7
|
|
$5.71M
|
+$361K
|
+14,383
|
+7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.41M
|
-$1.79M
|
-71,433
|
-34%
|
|
|
9
|
|
$3.02M
|
+$3.01M
|
+120,000
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.93M
|
+$455K
|
+18,111
|
+18%
|
|
|
11
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$2.54M
|
-$229K
|
-9,105
|
-8%
|
|
|
12
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.13M
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$966K
|
+$87.7K
|
+3,493
|
+10%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$830K
|
+$830K
|
+33,038
|
New
|
|
|
15
|
Winfield Associates
Cleveland,
Ohio
|
$829K
|
+$407K
|
+16,226
|
+97%
|
|
|
16
|
Guggenheim Capital
Chicago,
Illinois
|
$672K
|
-$209K
|
-8,306
|
-24%
|
|
|
17
|
B. Riley Financial
Los Angeles,
California
|
$666K
|
-$68.9K
|
-2,743
|
-9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$614K
|
+$63.4K
|
+2,526
|
+11%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$541K
|
+$165K
|
+6,583
|
+44%
|
|
|
20
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$503K
|
–
|
–
|
–
|
|
|
21
|
Doliver Advisors
Houston,
Texas
|
$450K
|
+$449K
|
+17,891
|
New
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$444K
|
+$122K
|
+4,850
|
+38%
|
|
|
23
|
Virtu KCG Holdings
New York
|
$312K
|
+$312K
|
+12,410
|
New
|
|
|
24
|
|
$304K
|
-$6.08K
|
-242
|
-2%
|
|
|
25
|
Garrison Bradford & Associates
New York
|
$302K
|
–
|
–
|
–
|
|
