|
1
|
Edelman Financial Services
Fairfax,
Virginia
|
$42M
|
+$5.92M
|
+103,247
|
+16%
|
|
|
2
|
SG Americas Securities
New York
|
$15.3M
|
+$9.04M
|
+157,563
|
+136%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$13M
|
-$1.79M
|
-31,271
|
-12%
|
|
|
4
|
|
$7M
|
+$668K
|
+11,655
|
+10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.79M
|
-$2.74M
|
-47,748
|
-28%
|
|
|
6
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$5.14M
|
-$501K
|
-8,737
|
-9%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.3M
|
-$976K
|
-17,023
|
-18%
|
|
|
8
|
|
$3.72M
|
+$1.23M
|
+21,391
|
+47%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.22M
|
-$259K
|
-4,513
|
-10%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.22M
|
-$136K
|
-2,368
|
-6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.01M
|
+$2.06M
|
+36,000
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.62M
|
+$976K
|
+17,028
|
+142%
|
|
|
13
|
Credit Suisse
Zurich,
Switzerland
|
$1.38M
|
+$1.42M
|
+24,685
|
New
|
|
|
14
|
BHF Kleinwort Benson Group
Brussels,
Belgium
|
$1.34M
|
+$415K
|
+7,245
|
+43%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$790K
|
+$22.6K
|
+394
|
+3%
|
|
|
16
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$778K
|
-$55.7K
|
-971
|
-7%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$678K
|
-$54.4K
|
-948
|
-7%
|
|
|
18
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$670K
|
–
|
–
|
–
|
|
|
19
|
Denver Investment Advisors
Denver,
Colorado
|
$528K
|
-$11.5K
|
-200
|
-2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$515K
|
-$1.15M
|
-20,023
|
-69%
|
|
|
21
|
NTV Asset Management
Charleston,
West Virginia
|
$508K
|
–
|
–
|
–
|
|
|
22
|
WHV Investments
San Francisco,
California
|
$480K
|
+$493K
|
+8,590
|
New
|
|
|
23
|
Bank of New York Mellon
New York
|
$478K
|
+$4.19K
|
+73
|
+0.9%
|
|
|
24
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$411K
|
-$39.5K
|
-688
|
-9%
|
|
|
25
|
National Planning Corporation
El Segundo,
California
|
$375K
|
+$42.9K
|
+748
|
+12%
|
|
