|
1
|
Berkshire Money Management
Dalton,
Massachusetts
|
$64.5M
|
+$3.22M
|
+41,661
|
+6%
|
|
|
2
|
|
$52.9M
|
-$52.2M
|
-674,677
|
-52%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$30M
|
+$26M
|
+335,528
|
+1,734%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.9M
|
+$13M
|
+167,745
|
+91%
|
|
|
5
|
Endurance Services Ltd
Purchase,
New York
|
$29.4M
|
+$26.9M
|
+347,500
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$26.8M
|
+$8.85M
|
+114,328
|
+57%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$26.7M
|
+$8.65M
|
+111,715
|
+55%
|
|
|
8
|
|
$23.3M
|
-$15.9M
|
-205,378
|
-43%
|
|
|
9
|
Presidio Capital Management
San Diego,
California
|
$21.6M
|
-$280K
|
-3,611
|
-1%
|
|
|
10
|
Axxcess Wealth Management
Carlsbad,
California
|
$21.3M
|
-$367K
|
-4,743
|
-2%
|
|
|
11
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$16.1M
|
+$1.76M
|
+22,713
|
+14%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
+$1.77M
|
+22,917
|
+15%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$14M
|
-$47.1K
|
-609
|
-0.4%
|
|
|
14
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$13.6M
|
-$344K
|
-4,442
|
-3%
|
|
|
15
|
Carr Financial Group
Worcester,
Massachusetts
|
$12M
|
+$11M
|
+142,156
|
New
|
|
|
16
|
SteelPeak Wealth
Woodland Hills,
California
|
$11.4M
|
+$10.5M
|
+135,006
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$351K
|
+4,530
|
+4%
|
|
|
18
|
Ratio Wealth Group
Denver,
Colorado
|
$11M
|
+$1.21M
|
+15,633
|
+14%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.66M
|
+$2.74M
|
+35,373
|
+53%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.89M
|
-$86.7K
|
-1,120
|
-1%
|
|
|
21
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$6.27M
|
+$5.74M
|
+74,100
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.69M
|
+$1.35M
|
+17,432
|
+35%
|
|
|
23
|
MRA Advisory Group
Parsippany,
New Jersey
|
$4.94M
|
+$56.2K
|
+726
|
+1%
|
|
|
24
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$4.77M
|
-$207K
|
-2,673
|
-5%
|
|
|
25
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$4.72M
|
+$773K
|
+9,985
|
+22%
|
|
