|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$206M
|
+$12.9M
|
+1,137,066
|
New
|
|
|
2
|
|
$48.1M
|
+$1.34M
|
+117,967
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$36.8M
|
+$315K
|
+27,732
|
+0.9%
|
|
|
4
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$34.2M
|
-$946K
|
-83,187
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.9M
|
+$9.15K
|
+805
|
+0.1%
|
|
|
6
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$12.6M
|
-$1.89M
|
-166,000
|
-13%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$10M
|
-$1.08M
|
-95,391
|
-10%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.94M
|
+$409K
|
+35,956
|
+4%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$9.92M
|
+$14.3K
|
+1,257
|
+0.1%
|
|
|
10
|
Frisch Financial Group
Melville,
New York
|
$8.01M
|
-$88.9K
|
-7,819
|
-1%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.5M
|
+$37.4K
|
+3,286
|
+0.5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$6.67M
|
+$280K
|
+24,597
|
+4%
|
|
|
13
|
VanEck Associates
New York
|
$6.61M
|
+$519K
|
+45,608
|
+9%
|
|
|
14
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$6.34M
|
-$11.7K
|
-1,030
|
-0.2%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.83M
|
+$601K
|
+52,882
|
+12%
|
|
|
16
|
BFSG LLC
Irvine,
California
|
$5.4M
|
-$28.5K
|
-2,510
|
-0.5%
|
|
|
17
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.39M
|
-$741K
|
-65,129
|
-12%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.18M
|
+$6.36K
|
+559
|
+0.1%
|
|
|
19
|
Derbend Asset Management
Peachtree City,
Georgia
|
$4.22M
|
+$4.17M
|
+366,346
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.05M
|
+$313K
|
+27,493
|
+8%
|
|
|
21
|
Private Wealth Partners
Mill Valley,
California
|
$3.77M
|
+$45.5K
|
+4,000
|
+1%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$3.33M
|
+$762K
|
+67,003
|
+30%
|
|
|
23
|
Stockman Wealth Management
Billings,
Montana
|
$3.22M
|
-$86.8K
|
-7,637
|
-3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.14M
|
+$668K
|
+58,774
|
+27%
|
|
|
25
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$2.26M
|
+$668K
|
+58,773
|
+43%
|
|
