|
1
|
Wells Fargo
San Francisco,
California
|
$30M
|
+$15.8M
|
+97,579
|
+127%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$19.4M
|
+$5.96M
|
+36,889
|
+49%
|
|
|
3
|
|
$18.5M
|
-$49M
|
-303,195
|
-74%
|
|
|
4
|
NKCFO LLC
Geneva,
Illinois
|
$6.65M
|
+$6.25M
|
+38,680
|
New
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.57M
|
+$3.35M
|
+20,758
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.48M
|
+$1.13M
|
+7,006
|
+53%
|
|
|
7
|
Rational Advisors
Huntington,
New York
|
$3.04M
|
+$2.86M
|
+17,692
|
New
|
|
|
8
|
Tuttle Capital Management
Riverside,
Connecticut
|
$2.91M
|
+$2.73M
|
+16,899
|
New
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.04M
|
-$1.89M
|
-11,718
|
-50%
|
|
|
10
|
Ballew Advisors
Jackson,
Mississippi
|
$1.9M
|
-$878K
|
-5,434
|
-31%
|
|
|
11
|
Grimes & Company
Westborough,
Massachusetts
|
$1.53M
|
+$1.44M
|
+8,923
|
New
|
|
|
12
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.53M
|
-$852K
|
-5,273
|
-37%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.28M
|
+$1.2M
|
+7,448
|
New
|
|
|
14
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$875K
|
+$822K
|
+5,087
|
New
|
|
|
15
|
Sicart Associates
New York
|
$669K
|
+$226K
|
+1,400
|
+56%
|
|
|
16
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$634K
|
+$596K
|
+3,687
|
New
|
|
|
17
|
Brown Advisory
Baltimore,
Maryland
|
$594K
|
+$146K
|
+906
|
+36%
|
|
|
18
|
Scotia Capital
Toronto,
Ontario, Canada
|
$587K
|
+$552K
|
+3,414
|
New
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$542K
|
-$1.55M
|
-9,593
|
-75%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$527K
|
+$495K
|
+3,066
|
New
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$514K
|
+$483K
|
+2,990
|
New
|
|
|
22
|
SG Americas Securities
New York
|
$495K
|
-$5.62M
|
-34,795
|
-92%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$467K
|
-$113K
|
-701
|
-20%
|
|
|
24
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$460K
|
–
|
–
|
–
|
|
|
25
|
Cerity Partners OCIO
New York
|
$411K
|
+$386K
|
+2,392
|
New
|
|
