|
1
|
|
$35.5M
|
-$127K
|
-4,967
|
-0.4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$32.5M
|
+$888K
|
+34,714
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$17.7M
|
+$368K
|
+14,379
|
+2%
|
|
|
4
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$12.5M
|
+$651K
|
+25,442
|
+5%
|
|
|
5
|
Bessemer Group
Woodbridge,
New Jersey
|
$9.31M
|
-$6.39K
|
-250
|
-0.1%
|
|
|
6
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$8.86M
|
+$409K
|
+16,006
|
+5%
|
|
|
7
|
|
$8.42M
|
+$185K
|
+7,252
|
+2%
|
|
|
8
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.98M
|
-$751K
|
-29,348
|
-13%
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$3.11M
|
-$187K
|
-7,330
|
-6%
|
|
|
10
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.53M
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.21M
|
-$66.7K
|
-2,609
|
-5%
|
|
|
12
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$1.2M
|
+$157K
|
+6,148
|
+15%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$1.07M
|
+$19.8K
|
+775
|
+2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$991K
|
-$4.71K
|
-184
|
-0.5%
|
|
|
15
|
Winfield Associates
Cleveland,
Ohio
|
$810K
|
-$26
|
-1
|
-0%
|
|
|
16
|
B. Riley Financial
Los Angeles,
California
|
$701K
|
-$13.6K
|
-531
|
-2%
|
|
|
17
|
YorkBridge Wealth Partners
New York
|
$645K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$608K
|
+$63.1K
|
+2,466
|
+12%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$605K
|
+$1.69K
|
+66
|
+0.3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$598K
|
+$36.9K
|
+1,443
|
+7%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$510K
|
-$41.6K
|
-1,625
|
-8%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$500K
|
-$1.36M
|
-53,232
|
-73%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$490K
|
+$491K
|
+19,208
|
New
|
|
|
24
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$443K
|
–
|
–
|
–
|
|
|
25
|
Greatmark Investment Partners
Columbus,
Georgia
|
$432K
|
+$433K
|
+16,925
|
New
|
|
