|
1
|
|
$25.3M
|
-$13.3M
|
-72,976
|
-34%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
-$12.3M
|
-67,591
|
-48%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$6.49M
|
+$1.85M
|
+10,156
|
+39%
|
|
|
4
|
Berkeley Capital Partners
Milton,
Georgia
|
$3.09M
|
-$997K
|
-5,485
|
-24%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.89M
|
+$2.95M
|
+16,251
|
New
|
|
|
6
|
First Washington Corp
Seattle,
Washington
|
$2.73M
|
+$2.79M
|
+15,354
|
New
|
|
|
7
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.69M
|
+$690K
|
+3,796
|
+34%
|
|
|
8
|
Ballew Advisors
Jackson,
Mississippi
|
$1.69M
|
+$1.73M
|
+9,500
|
New
|
|
|
9
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.38M
|
-$2.17M
|
-11,917
|
-61%
|
|
|
10
|
Brown Advisory
Baltimore,
Maryland
|
$1.13M
|
+$1.15M
|
+6,332
|
New
|
|
|
11
|
|
$1.12M
|
-$18.2K
|
-100
|
-2%
|
|
|
12
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$1.07M
|
+$1.09M
|
+6,000
|
New
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$683K
|
+$16.5K
|
+91
|
+2%
|
|
|
14
|
Oppenheimer & Co
New York
|
$599K
|
+$268K
|
+1,473
|
+78%
|
|
|
15
|
Sicart Associates
New York
|
$589K
|
+$384K
|
+2,110
|
+176%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$566K
|
+$227K
|
+1,246
|
+64%
|
|
|
17
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$486K
|
-$1.28M
|
-7,050
|
-72%
|
|
|
18
|
Financial Gravity Companies
Lakeway,
Texas
|
$439K
|
+$488K
|
+2,686
|
New
|
|
|
19
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$422K
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$394K
|
-$1.39M
|
-7,652
|
-78%
|
|
|
21
|
Two Sigma Securities
New York
|
$394K
|
+$106K
|
+583
|
+36%
|
|
|
22
|
Brown Brothers Harriman & Co
New York
|
$356K
|
–
|
–
|
–
|
|
|
23
|
Argent Trust Co
Nashville,
Tennessee
|
$280K
|
–
|
–
|
–
|
|
|
24
|
|
$233K
|
+$238K
|
+1,311
|
New
|
|
|
25
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$199K
|
–
|
–
|
–
|
|
