|
1
|
Bank of America
Charlotte,
North Carolina
|
$36.2M
|
-$14M
|
-256,186
|
-29%
|
|
|
2
|
|
$16.6M
|
-$13M
|
-237,927
|
-45%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$15.1M
|
-$3.8M
|
-69,808
|
-21%
|
|
|
4
|
Bank of New York Mellon
New York
|
$10.1M
|
-$376K
|
-6,905
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.82M
|
-$2.64M
|
-48,437
|
-24%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.51M
|
-$266K
|
-4,873
|
-4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.64M
|
-$1.74M
|
-31,952
|
-25%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.34M
|
-$376K
|
-6,902
|
-7%
|
|
|
9
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$4.74M
|
-$669K
|
-12,273
|
-13%
|
|
|
10
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$4.65M
|
-$3.96M
|
-72,631
|
-47%
|
|
|
11
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$4.12M
|
+$697K
|
+12,786
|
+22%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.96M
|
-$5.65M
|
-103,738
|
-60%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.84M
|
-$148K
|
-2,712
|
-4%
|
|
|
14
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.59M
|
-$98.9K
|
-1,814
|
-3%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.26M
|
-$4.5M
|
-82,645
|
-59%
|
|
|
16
|
Independent Family Office
Albany,
New York
|
$3.06M
|
–
|
–
|
–
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.91M
|
-$88.6K
|
-1,626
|
-3%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.9M
|
-$10.6M
|
-194,372
|
-79%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.88M
|
-$1.37M
|
-25,136
|
-33%
|
|
|
20
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.46M
|
-$361K
|
-6,630
|
-13%
|
|
|
21
|
|
$2.29M
|
–
|
–
|
–
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$2.25M
|
-$209K
|
-3,832
|
-9%
|
|
|
23
|
Equitable Holdings
New York
|
$1.91M
|
-$204K
|
-3,736
|
-10%
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.8M
|
-$32.2K
|
-590
|
-2%
|
|
|
25
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.78M
|
–
|
–
|
–
|
|
