|
1
|
|
$31.1M
|
+$418K
|
+23,651
|
+1%
|
|
|
2
|
|
$19.9M
|
-$326K
|
-18,445
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
-$219K
|
-12,387
|
-2%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.64M
|
+$4.78M
|
+270,432
|
+124%
|
|
|
5
|
First American Trust
Santa Ana,
California
|
$7.76M
|
-$333K
|
-18,838
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$6.14M
|
+$60.8K
|
+3,441
|
+1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.13M
|
-$62.4K
|
-3,529
|
-1%
|
|
|
8
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$5.4M
|
+$9.65K
|
+546
|
+0.2%
|
|
|
9
|
AJ Wealth Strategies
New York
|
$4.71M
|
+$1.86M
|
+105,420
|
+65%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.59M
|
+$388K
|
+21,963
|
+9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.93M
|
+$472K
|
+26,689
|
+19%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$2.45M
|
-$238K
|
-13,486
|
-9%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.41M
|
+$48.5K
|
+2,742
|
+2%
|
|
|
14
|
Venturi Wealth Management
Austin,
Texas
|
$2.34M
|
+$98K
|
+5,547
|
+4%
|
|
|
15
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$2.25M
|
-$34.8K
|
-1,971
|
-2%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.06M
|
-$91.8K
|
-5,193
|
-4%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.06M
|
+$126K
|
+7,105
|
+6%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.84M
|
+$1.84M
|
+104,223
|
New
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$1.81M
|
+$82.9K
|
+4,693
|
+5%
|
|
|
20
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.69M
|
+$11.5K
|
+649
|
+0.7%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.66M
|
+$1.94K
|
+110
|
+0.1%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.61M
|
+$24.8K
|
+1,405
|
+2%
|
|
|
23
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.46M
|
+$9.1K
|
+515
|
+0.6%
|
|
|
24
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.38M
|
+$175K
|
+9,874
|
+14%
|
|
|
25
|
Merriman Wealth Management
Seattle,
Washington
|
$1.32M
|
+$1.33M
|
+75,013
|
New
|
|
