|
1
|
|
$193M
|
+$202M
|
+4,019,619
|
+299,748%
|
|
|
2
|
|
$24.5M
|
-$4M
|
-79,641
|
-13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$11M
|
+$628K
|
+12,489
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.91M
|
-$6.94K
|
-138
|
-0.1%
|
|
|
5
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$8.12M
|
+$8.52M
|
+169,419
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.71M
|
-$4.72M
|
-93,897
|
-37%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$6.89M
|
-$3.45M
|
-68,616
|
-32%
|
|
|
8
|
Fortis Advisors
Wayne,
Pennsylvania
|
$4.23M
|
-$19.3K
|
-384
|
-0.4%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.14M
|
+$972K
|
+19,332
|
+42%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$3M
|
+$361K
|
+7,182
|
+13%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.66M
|
-$3.14M
|
-62,469
|
-53%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$2.48M
|
-$3.39M
|
-67,350
|
-57%
|
|
|
13
|
|
$2.33M
|
+$1.45M
|
+28,875
|
+146%
|
|
|
14
|
Fulcrum Equity Management
Plano,
Texas
|
$1.94M
|
-$1.66M
|
-33,075
|
-45%
|
|
|
15
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.94M
|
+$114K
|
+2,271
|
+6%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.87M
|
-$1.41M
|
-28,014
|
-42%
|
|
|
17
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.8M
|
-$2.71K
|
-54
|
-0.1%
|
|
|
18
|
EP Wealth Advisors
Torrance,
California
|
$1.76M
|
-$88.2K
|
-1,755
|
-5%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.72M
|
-$1.2M
|
-23,841
|
-40%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$1.51M
|
+$256K
|
+5,091
|
+19%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.5M
|
+$1.57M
|
+31,212
|
New
|
|
|
22
|
ACG Wealth
Atlanta,
Georgia
|
$1.41M
|
–
|
–
|
–
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.27M
|
-$3.32M
|
-66,033
|
-71%
|
|
|
24
|
IHT Wealth Management
Chicago,
Illinois
|
$1.17M
|
-$261K
|
-5,187
|
-18%
|
|
|
25
|
Mission Wealth Management
Santa Barbara,
California
|
$1.16M
|
–
|
–
|
–
|
|
