|
1
|
UBS Group
Zurich,
Switzerland
|
$31.7M
|
+$746K
|
+29,595
|
+2%
|
|
|
2
|
|
$30.6M
|
+$231K
|
+9,161
|
+0.8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$18M
|
-$225K
|
-8,932
|
-1%
|
|
|
4
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$12.4M
|
-$109K
|
-4,324
|
-0.9%
|
|
|
5
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.33M
|
-$185K
|
-7,351
|
-2%
|
|
|
6
|
|
$6.9M
|
-$1.1M
|
-43,496
|
-14%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$4.04M
|
-$701K
|
-27,814
|
-15%
|
|
|
8
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.53M
|
+$311K
|
+12,347
|
+14%
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$1.95M
|
-$1.04M
|
-41,372
|
-35%
|
|
|
10
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.92M
|
+$37.8K
|
+1,500
|
+2%
|
|
|
11
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$1.84M
|
+$6.78K
|
+269
|
+0.4%
|
|
|
12
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.53M
|
–
|
–
|
–
|
|
|
13
|
YorkBridge Wealth Partners
New York
|
$1.36M
|
-$14.1K
|
-558
|
-1%
|
|
|
14
|
|
$1.33M
|
+$174K
|
+6,885
|
+15%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.19M
|
+$49.6K
|
+1,967
|
+4%
|
|
|
16
|
Orinda Asset Management
Lafayette,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
17
|
IHT Wealth Management
Chicago,
Illinois
|
$1.07M
|
+$84.5K
|
+3,350
|
+9%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.07M
|
+$108K
|
+4,292
|
+11%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$994K
|
-$38.7K
|
-1,535
|
-4%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$984K
|
+$17K
|
+676
|
+2%
|
|
|
21
|
Magnus Financial Group
New York
|
$936K
|
-$37.8K
|
-1,500
|
-4%
|
|
|
22
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$814K
|
–
|
–
|
–
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$813K
|
+$801K
|
+31,766
|
New
|
|
|
24
|
Synovus Financial
Columbus,
Georgia
|
$705K
|
+$447K
|
+17,721
|
+181%
|
|
|
25
|
Winfield Associates
Cleveland,
Ohio
|
$632K
|
+$36.6K
|
+1,450
|
+6%
|
|
