|
1
|
|
$40.5M
|
+$2.41M
|
+162,673
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.7M
|
+$1.38M
|
+93,343
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$16.4M
|
-$1.6M
|
-108,187
|
-9%
|
|
|
4
|
|
$15.9M
|
+$15M
|
+1,016,938
|
+1,143%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$10.3M
|
+$1.8M
|
+121,346
|
+20%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.67M
|
-$758K
|
-51,237
|
-7%
|
|
|
7
|
Evoke Wealth
Los Angeles,
California
|
$7.06M
|
-$22.8K
|
-1,539
|
-0.3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$6.35M
|
-$2.82M
|
-190,659
|
-30%
|
|
|
9
|
Custos Family Office
Austin,
Texas
|
$6.31M
|
+$1.33M
|
+89,714
|
+26%
|
|
|
10
|
|
$5.36M
|
+$174K
|
+11,752
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.36M
|
-$605K
|
-40,926
|
-10%
|
|
|
12
|
North Star Investment Management
Chicago,
Illinois
|
$4.95M
|
+$88.9K
|
+6,006
|
+2%
|
|
|
13
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$4.14M
|
+$394K
|
+26,651
|
+11%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.77M
|
-$1.32M
|
-88,956
|
-25%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.43M
|
-$251K
|
-16,980
|
-7%
|
|
|
16
|
Jacobs Asset Management
New York
|
$2.74M
|
+$1.75M
|
+118,570
|
+166%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.55M
|
+$225K
|
+15,189
|
+9%
|
|
|
18
|
|
$2.22M
|
+$2.28M
|
+154,032
|
New
|
|
|
19
|
Accel Wealth Management
Waverly,
Iowa
|
$2.21M
|
-$202K
|
-13,665
|
-8%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.11M
|
+$1.69M
|
+114,398
|
+355%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.04M
|
-$76K
|
-5,140
|
-4%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.02M
|
-$310K
|
-20,930
|
-13%
|
|
|
23
|
Prospera Financial Services
Dallas,
Texas
|
$1.97M
|
+$71.7K
|
+4,845
|
+4%
|
|
|
24
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.73M
|
-$327K
|
-22,078
|
-15%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$1.69M
|
-$92.6K
|
-6,260
|
-5%
|
|
