|
1
|
Bank of America
Charlotte,
North Carolina
|
$111M
|
-$4.2M
|
-58,321
|
-4%
|
|
|
2
|
|
$92.1M
|
-$9.84M
|
-136,562
|
-9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$63.1M
|
-$794K
|
-11,017
|
-1%
|
|
|
4
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$39.5M
|
+$14.3M
|
+198,306
|
New
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$36.6M
|
+$281K
|
+3,902
|
+0.8%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$30.6M
|
-$869K
|
-12,063
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$27.7M
|
-$3.63M
|
-50,395
|
-11%
|
|
|
8
|
Perigon Wealth Management
San Francisco,
California
|
$27.1M
|
+$27.7M
|
+384,283
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.8M
|
-$7.43M
|
-103,159
|
-26%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20.5M
|
+$258K
|
+3,576
|
+1%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.5M
|
+$301K
|
+4,183
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.2M
|
-$3.28M
|
-45,534
|
-20%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
-$694K
|
-9,637
|
-5%
|
|
|
14
|
Prism Advisors
Studio City,
California
|
$11.7M
|
-$30.6K
|
-425
|
-0.3%
|
|
|
15
|
Polianta Ltd
St Helier,
Jersey
|
$10.8M
|
-$4.89M
|
-67,900
|
-31%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.87M
|
+$481K
|
+6,671
|
+5%
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$9.61M
|
+$31K
|
+430
|
+0.3%
|
|
|
18
|
Hamilton Wealth
Encino,
California
|
$8.28M
|
+$143K
|
+1,986
|
+2%
|
|
|
19
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$7.9M
|
-$42.5K
|
-590
|
-0.5%
|
|
|
20
|
Sage Capital Management
Stockton,
New Jersey
|
$7M
|
-$679K
|
-9,424
|
-9%
|
|
|
21
|
Thryve Wealth Management
Irving,
Texas
|
$6.81M
|
+$6.97M
|
+96,754
|
New
|
|
|
22
|
WealthSpring Partners
Long Beach,
California
|
$6.74M
|
+$6.9M
|
+95,736
|
New
|
|
|
23
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$6.47M
|
+$683K
|
+9,484
|
New
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$6M
|
-$391K
|
-5,432
|
-6%
|
|
|
25
|
AllStreet Capital Advisors
Los Angeles,
California
|
$5.49M
|
+$5.61M
|
+77,903
|
New
|
|
