|
1
|
UBS Group
Zurich,
Switzerland
|
$35.6M
|
+$3.66M
|
+140,077
|
+12%
|
|
|
2
|
|
$33.4M
|
-$27.4K
|
-1,047
|
-0.1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$18.6M
|
+$1.68M
|
+64,449
|
+10%
|
|
|
4
|
Bessemer Group
Woodbridge,
New Jersey
|
$17.5M
|
-$2.6M
|
-99,500
|
-13%
|
|
|
5
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$12.6M
|
-$165K
|
-6,327
|
-1%
|
|
|
6
|
|
$8.25M
|
+$540K
|
+20,652
|
+7%
|
|
|
7
|
First Foundation Advisors
Irvine,
California
|
$6.03M
|
-$1.67M
|
-63,808
|
-22%
|
|
|
8
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.65M
|
+$5.52M
|
+211,296
|
New
|
|
|
9
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.09M
|
-$2.11M
|
-80,847
|
-50%
|
|
|
10
|
Ronald Blue & Co
Roswell,
Georgia
|
$1.65M
|
+$241K
|
+9,228
|
+18%
|
|
|
11
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.6M
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.49M
|
-$3.11K
|
-119
|
-0.2%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.24M
|
-$588K
|
-22,523
|
-33%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$964K
|
+$144K
|
+5,510
|
+18%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$955K
|
+$262K
|
+10,015
|
+39%
|
|
|
16
|
Winfield Associates
Cleveland,
Ohio
|
$835K
|
-$6.53K
|
-250
|
-0.8%
|
|
|
17
|
YorkBridge Wealth Partners
New York
|
$749K
|
–
|
–
|
–
|
|
|
18
|
B. Riley Financial
Los Angeles,
California
|
$748K
|
+$30.3K
|
+1,160
|
+4%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$747K
|
-$85.4K
|
-3,268
|
-10%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$639K
|
+$334K
|
+12,802
|
+115%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$466K
|
-$11.1K
|
-424
|
-2%
|
|
|
22
|
ACG Wealth
Atlanta,
Georgia
|
$346K
|
+$2.12K
|
+81
|
+0.6%
|
|
|
23
|
|
$321K
|
-$183
|
-7
|
-0.1%
|
|
|
24
|
Garrison Bradford & Associates
New York
|
$294K
|
–
|
–
|
–
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$265K
|
-$1.96K
|
-75
|
-0.8%
|
|
