|
1
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$32.5M
|
+$32.2M
|
+680,012
|
New
|
|
|
2
|
Pacific Wealth Management
San Diego,
California
|
$22.4M
|
+$7.23M
|
+152,772
|
+49%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$19.1M
|
+$728K
|
+15,383
|
+4%
|
|
|
4
|
Stratos Investment Management
Beachwood,
Ohio
|
$18.5M
|
+$778K
|
+16,446
|
+4%
|
|
|
5
|
Bailard
Foster City,
California
|
$18.2M
|
+$73.8K
|
+1,560
|
+0.4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.5M
|
-$836K
|
-17,659
|
-5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
+$1.05M
|
+22,171
|
+10%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
+$938K
|
+19,813
|
+9%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$10.4M
|
-$567K
|
-11,975
|
-5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$9.96M
|
+$3.67M
|
+77,594
|
+59%
|
|
|
11
|
Nomura Asset Management
Tokyo,
Japan
|
$9.88M
|
–
|
–
|
–
|
|
|
12
|
|
$9.69M
|
+$1.32M
|
+27,825
|
+16%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$9.42M
|
+$5.72M
|
+120,874
|
+159%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.4M
|
-$1.25M
|
-26,507
|
-12%
|
|
|
15
|
Integrated Advisors Network
Dallas,
Texas
|
$8.78M
|
+$7.9M
|
+166,937
|
+1,000%
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$8M
|
-$516K
|
-10,911
|
-6%
|
|
|
17
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$7.75M
|
-$130K
|
-2,751
|
-2%
|
|
|
18
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$7.74M
|
+$17.8K
|
+377
|
+0.2%
|
|
|
19
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$6.9M
|
-$101K
|
-2,142
|
-1%
|
|
|
20
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$6.56M
|
-$10M
|
-211,470
|
-61%
|
|
|
21
|
|
$6.16M
|
-$533K
|
-11,258
|
-8%
|
|
|
22
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$5.26M
|
-$34.4K
|
-726
|
-0.7%
|
|
|
23
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$4.9M
|
+$11.5K
|
+243
|
+0.2%
|
|
|
24
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$4.39M
|
+$4.35M
|
+91,848
|
New
|
|
|
25
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$3.71M
|
+$159K
|
+3,349
|
+5%
|
|
