|
1
|
Charles Schwab
San Francisco,
California
|
$52.6M
|
-$75.3K
|
-1,533
|
-0.1%
|
|
|
2
|
Bailard
Foster City,
California
|
$24.5M
|
-$2.24M
|
-45,585
|
-8%
|
|
|
3
|
|
$22.4M
|
-$573K
|
-11,668
|
-2%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$19.8M
|
+$623K
|
+12,681
|
+3%
|
|
|
5
|
GM Advisory Group
Melville,
New York
|
$19.1M
|
+$19.5M
|
+395,803
|
New
|
|
|
6
|
Curi Wealth Management
Raleigh,
North Carolina
|
$14.1M
|
+$2.1M
|
+42,660
|
+17%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14M
|
-$10.9M
|
-222,264
|
-43%
|
|
|
8
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$12.8M
|
+$43.7K
|
+890
|
+0.3%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$12.5M
|
+$3.53M
|
+71,813
|
+38%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.9M
|
+$228K
|
+4,646
|
+2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11M
|
-$1.87M
|
-38,053
|
-14%
|
|
|
12
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$10.6M
|
-$820K
|
-16,694
|
-7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$10.3M
|
-$1.1M
|
-22,355
|
-10%
|
|
|
14
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$9.11M
|
+$275K
|
+5,587
|
+3%
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$8.56M
|
-$98.7K
|
-2,008
|
-1%
|
|
|
16
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$7.87M
|
-$1M
|
-20,359
|
-11%
|
|
|
17
|
Portland Global Advisors
Portland,
Maine
|
$5.57M
|
-$515K
|
-10,490
|
-8%
|
|
|
18
|
Valicenti Advisory Services
Elmira,
New York
|
$5.08M
|
-$366K
|
-7,443
|
-7%
|
|
|
19
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$4.78M
|
+$342K
|
+6,958
|
+8%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$4.7M
|
+$3.79M
|
+77,087
|
+382%
|
|
|
21
|
|
$4.62M
|
-$10.9M
|
-221,690
|
-70%
|
|
|
22
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$4.4M
|
+$4.48M
|
+91,095
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$4.17M
|
-$8.23M
|
-167,429
|
-66%
|
|
|
24
|
Cambiar Investors
Denver,
Colorado
|
$4.05M
|
–
|
–
|
–
|
|
|
25
|
KCS Wealth Advisory
Los Angeles,
California
|
$3.49M
|
+$59.8K
|
+1,216
|
+2%
|
|
