|
1
|
|
$133M
|
+$50.3M
|
+577,845
|
+63%
|
|
|
2
|
Berkshire Money Management
Dalton,
Massachusetts
|
$71.1M
|
+$1.73M
|
+19,819
|
+3%
|
|
|
3
|
|
$40.4M
|
+$19.8M
|
+227,124
|
+99%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$37.2M
|
+$586K
|
+6,731
|
+2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.9M
|
-$10.1M
|
-115,768
|
-23%
|
|
|
6
|
Waddell & Associates
Memphis,
Tennessee
|
$32.2M
|
+$397K
|
+4,559
|
+1%
|
|
|
7
|
Endurance Services Ltd
Purchase,
New York
|
$30.8M
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$27.4M
|
-$5.77M
|
-66,260
|
-18%
|
|
|
9
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$27.3M
|
-$11.7M
|
-134,792
|
-30%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$23.2M
|
-$2.36M
|
-27,074
|
-9%
|
|
|
11
|
Frisch Financial Group
Melville,
New York
|
$16.1M
|
+$1.54M
|
+17,674
|
+11%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$15.1M
|
+$127K
|
+1,458
|
+0.9%
|
|
|
13
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$14.4M
|
+$203K
|
+2,332
|
+1%
|
|
|
14
|
Carr Financial Group
Worcester,
Massachusetts
|
$12.4M
|
-$283K
|
-3,247
|
-2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
-$284K
|
-3,258
|
-2%
|
|
|
16
|
MRA Advisory Group
Parsippany,
New Jersey
|
$9.37M
|
+$3.75M
|
+43,058
|
+69%
|
|
|
17
|
|
$8.9M
|
+$8.73M
|
+100,298
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.95M
|
-$893K
|
-10,254
|
-10%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$6.51M
|
+$1.61M
|
+18,498
|
+34%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.42M
|
+$77.3K
|
+888
|
+1%
|
|
|
21
|
|
$6.36M
|
-$66.4K
|
-762
|
-1%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$5.46M
|
-$286K
|
-3,280
|
-5%
|
|
|
23
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$5.32M
|
+$129K
|
+1,481
|
+3%
|
|
|
24
|
SOL Capital Management
Rockville,
Maryland
|
$5.16M
|
+$2.35M
|
+26,958
|
+87%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.13M
|
-$205K
|
-2,354
|
-4%
|
|
