|
1
|
UBS Group
Zurich,
Switzerland
|
$30.1M
|
+$444K
|
+18,335
|
+2%
|
|
|
2
|
|
$29.5M
|
+$1.48M
|
+61,196
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$17.7M
|
-$1.3M
|
-53,720
|
-7%
|
|
|
4
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$12.2M
|
+$20.6K
|
+850
|
+0.2%
|
|
|
5
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.29M
|
+$425K
|
+17,522
|
+5%
|
|
|
6
|
|
$7.79M
|
+$3.3K
|
+136
|
+0%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$4.62M
|
-$52.7K
|
-2,173
|
-1%
|
|
|
8
|
First Foundation Advisors
Irvine,
California
|
$2.93M
|
+$9.33K
|
+385
|
+0.3%
|
|
|
9
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.15M
|
+$66.9K
|
+2,761
|
+3%
|
|
|
10
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.83M
|
-$24K
|
-990
|
-1%
|
|
|
11
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$1.79M
|
+$290K
|
+11,981
|
+20%
|
|
|
12
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.49M
|
–
|
–
|
–
|
|
|
13
|
YorkBridge Wealth Partners
New York
|
$1.33M
|
-$623K
|
-25,696
|
-32%
|
|
|
14
|
Orinda Asset Management
Lafayette,
California
|
$1.15M
|
+$24.2K
|
+1,000
|
+2%
|
|
|
15
|
|
$1.13M
|
-$15.4K
|
-636
|
-1%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.11M
|
+$81.4K
|
+3,359
|
+8%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1M
|
-$7.88K
|
-325
|
-0.8%
|
|
|
18
|
IHT Wealth Management
Chicago,
Illinois
|
$961K
|
–
|
–
|
–
|
|
|
19
|
Magnus Financial Group
New York
|
$948K
|
+$75.1K
|
+3,100
|
+9%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$941K
|
-$80.5K
|
-3,320
|
-8%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$931K
|
-$49.8K
|
-2,054
|
-5%
|
|
|
22
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$791K
|
-$25.2K
|
-1,039
|
-3%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$583K
|
-$158K
|
-6,500
|
-22%
|
|
|
24
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$580K
|
-$78.8K
|
-3,250
|
-12%
|
|
|
25
|
Winfield Associates
Cleveland,
Ohio
|
$579K
|
–
|
–
|
–
|
|
