|
1
|
UBS Group
Zurich,
Switzerland
|
$16M
|
+$235K
|
+6,617
|
+1%
|
|
|
2
|
|
$14M
|
+$1.53M
|
+43,072
|
+12%
|
|
|
3
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$12.1M
|
-$300K
|
-8,445
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.62M
|
+$1.04M
|
+29,162
|
+15%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.98M
|
-$64.8K
|
-1,820
|
-1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.59M
|
+$98.1K
|
+2,757
|
+2%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$3.41M
|
+$40.3K
|
+1,134
|
+1%
|
|
|
8
|
Lenox Wealth Advisors
New York
|
$2.22M
|
–
|
–
|
–
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$2.22M
|
+$2.28M
|
+64,000
|
New
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$2.06M
|
-$49.1K
|
-1,380
|
-2%
|
|
|
11
|
Brown Advisory
Baltimore,
Maryland
|
$1.5M
|
–
|
–
|
–
|
|
|
12
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$958K
|
+$3.02K
|
+85
|
+0.3%
|
|
|
13
|
Triumph Capital Management
Denver,
Colorado
|
$895K
|
+$180K
|
+5,052
|
+24%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$860K
|
-$1.78K
|
-50
|
-0.2%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$760K
|
-$572K
|
-16,080
|
-42%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$649K
|
+$44.6K
|
+1,253
|
+7%
|
|
|
17
|
|
$610K
|
–
|
–
|
–
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$602K
|
+$1.99K
|
+56
|
+0.3%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$476K
|
+$105K
|
+2,954
|
+27%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$448K
|
-$18.3K
|
-515
|
-4%
|
|
|
21
|
Cambridge Advisors
Omaha,
Nebraska
|
$411K
|
+$6.3K
|
+177
|
+2%
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$389K
|
+$142
|
+4
|
+0%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$361K
|
-$11K
|
-310
|
-3%
|
|
|
24
|
Diligent Investors
Redlands,
California
|
$299K
|
–
|
–
|
–
|
|
|
25
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$292K
|
+$24.9K
|
+700
|
+9%
|
|
