|
1
|
|
$125M
|
-$19.9M
|
-334,518
|
-15%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$65.5M
|
-$1.63M
|
-27,433
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$47.4M
|
-$3.67M
|
-61,759
|
-8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$42.5M
|
+$2.33M
|
+39,230
|
+6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$42.3M
|
-$17.2M
|
-290,101
|
-31%
|
|
|
6
|
Portfolio Strategies
Monsey,
New York
|
$34.3M
|
+$2.14M
|
+35,950
|
+7%
|
|
|
7
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$22.8M
|
-$25.8M
|
-433,367
|
-55%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.6M
|
-$4.89M
|
-82,355
|
-19%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.7M
|
-$1.59M
|
-26,820
|
-8%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.4M
|
+$2.55M
|
+42,918
|
+17%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.6M
|
-$6.99M
|
-117,711
|
-31%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.1M
|
-$3.87M
|
-65,055
|
-22%
|
|
|
13
|
Meitav Investment House
Bene-Beraq,
Israel
|
$13.6M
|
-$2.11M
|
-35,522
|
-14%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$12.9M
|
-$127K
|
-2,145
|
-1%
|
|
|
15
|
First Trust Advisors
Wheaton,
Illinois
|
$12.7M
|
-$198K
|
-3,329
|
-2%
|
|
|
16
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$11.9M
|
–
|
–
|
–
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.6M
|
-$995K
|
-16,746
|
-9%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$11.1M
|
+$9.71M
|
+163,359
|
+1,876%
|
|
|
19
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$10.9M
|
+$9.8M
|
+164,856
|
+4,450%
|
|
|
20
|
|
$10.7M
|
+$3.69M
|
+62,023
|
+60%
|
|
|
21
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$9.57M
|
+$2.91M
|
+49,031
|
+50%
|
|
|
22
|
Consolidated Capital Management
Burbank,
California
|
$8.98M
|
+$212K
|
+3,570
|
+3%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$8.52M
|
-$3.2M
|
-53,776
|
-29%
|
|
|
24
|
Elite Wealth Management
Kirkland,
Washington
|
$8.23M
|
-$362K
|
-6,086
|
-5%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.12M
|
+$89.1K
|
+1,500
|
+1%
|
|
