|
1
|
HighTower Advisors
Chicago,
Illinois
|
$17.8M
|
-$1.97M
|
-42,788
|
-10%
|
|
|
2
|
Bailard
Foster City,
California
|
$17.5M
|
+$1.02M
|
+22,264
|
+6%
|
|
|
3
|
Stratos Investment Management
Beachwood,
Ohio
|
$17.1M
|
+$17M
|
+369,477
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.8M
|
+$333K
|
+7,240
|
+2%
|
|
|
5
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$16.1M
|
-$6.65M
|
-144,600
|
-29%
|
|
|
6
|
Pacific Wealth Management
San Diego,
California
|
$14.6M
|
+$14.5M
|
+314,862
|
New
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$10.6M
|
-$2.87M
|
-62,304
|
-21%
|
|
|
8
|
Curi Wealth Management
Raleigh,
North Carolina
|
$10.6M
|
-$7.19M
|
-156,245
|
-41%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.3M
|
-$8.23K
|
-179
|
-0.1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
-$2.57M
|
-55,839
|
-20%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.79M
|
+$1.38M
|
+29,906
|
+16%
|
|
|
12
|
Nomura Asset Management
Tokyo,
Japan
|
$9.57M
|
–
|
–
|
–
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$8.25M
|
+$234K
|
+5,078
|
+3%
|
|
|
14
|
|
$8.09M
|
-$14.3M
|
-311,663
|
-64%
|
|
|
15
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$7.63M
|
+$7.58M
|
+164,696
|
New
|
|
|
16
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$7.47M
|
-$213K
|
-4,640
|
-3%
|
|
|
17
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$6.78M
|
-$2.99M
|
-65,016
|
-31%
|
|
|
18
|
|
$6.48M
|
+$1.43M
|
+30,998
|
+28%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$6.03M
|
-$156K
|
-3,402
|
-3%
|
|
|
20
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$5.13M
|
+$90.1K
|
+1,958
|
+2%
|
|
|
21
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$4.73M
|
+$4.57M
|
+99,395
|
+3,588%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$4.28M
|
+$1.42M
|
+30,905
|
+50%
|
|
|
23
|
Cambiar Investors
Denver,
Colorado
|
$3.87M
|
–
|
–
|
–
|
|
|
24
|
LPL Financial
San Diego,
California
|
$3.53M
|
-$512K
|
-11,121
|
-13%
|
|
|
25
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$3.44M
|
-$33.9K
|
-736
|
-1%
|
|
