|
1
|
Charles Schwab
San Francisco,
California
|
$59.4M
|
+$1.95M
|
+34,705
|
+3%
|
|
|
2
|
|
$34.4M
|
+$2.92M
|
+51,843
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$32.2M
|
-$5.36M
|
-95,198
|
-14%
|
|
|
4
|
Bailard
Foster City,
California
|
$29.6M
|
-$2.12M
|
-37,722
|
-7%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$28.6M
|
-$1.33M
|
-23,563
|
-4%
|
|
|
6
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$18M
|
+$18.1M
|
+322,019
|
New
|
|
|
7
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$17.3M
|
+$467K
|
+8,301
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$16.5M
|
+$2.91M
|
+51,665
|
+21%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.5M
|
+$107K
|
+1,902
|
+0.7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$14.3M
|
-$979K
|
-17,391
|
-6%
|
|
|
11
|
Curi Wealth Management
Raleigh,
North Carolina
|
$12.8M
|
+$670K
|
+11,909
|
+5%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.6M
|
+$439K
|
+7,807
|
+4%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$11.9M
|
+$649K
|
+11,543
|
+6%
|
|
|
14
|
|
$10.5M
|
-$3.25M
|
-57,675
|
-23%
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$9.89M
|
+$9.93M
|
+176,493
|
New
|
|
|
16
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$9.88M
|
+$614K
|
+10,907
|
+7%
|
|
|
17
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$9.54M
|
+$648K
|
+11,518
|
+7%
|
|
|
18
|
Valicenti Advisory Services
Elmira,
New York
|
$8.17M
|
-$436K
|
-7,747
|
-5%
|
|
|
19
|
Portland Global Advisors
Portland,
Maine
|
$7.07M
|
-$363K
|
-6,460
|
-5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$6.18M
|
-$2.28M
|
-40,604
|
-27%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.67M
|
-$3.52M
|
-62,573
|
-38%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$5.5M
|
-$179K
|
-3,180
|
-3%
|
|
|
23
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$5.37M
|
+$5.39M
|
+95,715
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.27M
|
+$2.38M
|
+42,343
|
+82%
|
|
|
25
|
Cambiar Investors
Denver,
Colorado
|
$4.83M
|
–
|
–
|
–
|
|
