|
1
|
UBS Group
Zurich,
Switzerland
|
$35.9M
|
+$3.31M
|
+127,435
|
+10%
|
|
|
2
|
|
$31.3M
|
-$44.1K
|
-1,696
|
-0.1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
-$1.92M
|
-73,697
|
-11%
|
|
|
4
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$12.6M
|
-$110K
|
-4,240
|
-0.9%
|
|
|
5
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.59M
|
-$26.2K
|
-1,008
|
-0.3%
|
|
|
6
|
|
$7.31M
|
+$241K
|
+9,257
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.47M
|
-$669K
|
-25,716
|
-16%
|
|
|
8
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.72M
|
+$133K
|
+5,125
|
+5%
|
|
|
9
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.97M
|
+$6.14K
|
+236
|
+0.3%
|
|
|
10
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$1.97M
|
+$81.6K
|
+3,137
|
+4%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$1.71M
|
-$286K
|
-10,999
|
-14%
|
|
|
12
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.57M
|
–
|
–
|
–
|
|
|
13
|
YorkBridge Wealth Partners
New York
|
$1.53M
|
+$142K
|
+5,450
|
+10%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$1.5M
|
+$661K
|
+25,422
|
+80%
|
|
|
15
|
|
$1.35M
|
-$14.3K
|
-550
|
-1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.2M
|
+$102K
|
+3,919
|
+9%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.18M
|
-$41.4K
|
-1,594
|
-3%
|
|
|
18
|
IHT Wealth Management
Chicago,
Illinois
|
$1.12M
|
+$20.8K
|
+800
|
+2%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$1.03M
|
+$18.9K
|
+727
|
+2%
|
|
|
20
|
Magnus Financial Group
New York
|
$960K
|
–
|
–
|
–
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$911K
|
+$189K
|
+7,271
|
+26%
|
|
|
22
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$683K
|
+$655K
|
+25,208
|
New
|
|
|
23
|
Winfield Associates
Cleveland,
Ohio
|
$677K
|
+$29K
|
+1,115
|
+5%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$581K
|
+$56.5K
|
+2,172
|
+11%
|
|
|
25
|
|
$577K
|
+$7.23K
|
+278
|
+1%
|
|
