|
1
|
Credit Suisse
Zurich,
Switzerland
|
$20.8M
|
+$22.1M
|
+350,000
|
New
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$18.6M
|
+$618K
|
+9,769
|
+3%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$8.01M
|
+$473K
|
+7,483
|
+6%
|
|
|
4
|
Appleton Partners
Boston,
Massachusetts
|
$6.4M
|
+$377K
|
+5,969
|
+6%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$5.18M
|
+$254K
|
+4,025
|
+5%
|
|
|
6
|
|
$5.16M
|
+$5.13M
|
+81,092
|
+1,385%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.8M
|
-$2.99M
|
-47,333
|
-37%
|
|
|
8
|
Level Four Advisory Services
Dallas,
Texas
|
$2.84M
|
+$42.4K
|
+671
|
+1%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.27M
|
–
|
–
|
–
|
|
|
10
|
Lutz Financial Services
Omaha,
Nebraska
|
$2.09M
|
+$5.88K
|
+93
|
+0.3%
|
|
|
11
|
|
$1.75M
|
-$2.05M
|
-32,432
|
-52%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$1.34M
|
-$7.78K
|
-123
|
-0.5%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.33M
|
+$1.42M
|
+22,466
|
New
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$1.17M
|
+$198K
|
+3,136
|
+19%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.15M
|
-$687K
|
-10,870
|
-36%
|
|
|
16
|
|
$1.09M
|
-$840K
|
-13,290
|
-42%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$679K
|
+$16.2K
|
+256
|
+2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$658K
|
+$140K
|
+2,207
|
+25%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$575K
|
-$10.5M
|
-166,691
|
-95%
|
|
|
20
|
Paracle Advisors
Mercer Island,
Washington
|
$455K
|
+$126
|
+2
|
+0%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$334K
|
+$351K
|
+5,552
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$301K
|
+$243K
|
+3,848
|
+313%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$253K
|
–
|
–
|
–
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$249K
|
+$50K
|
+791
|
+23%
|
|
|
25
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$240K
|
+$52.2K
|
+825
|
+26%
|
|
