|
1
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$25.1M
|
-$5.63M
|
-60,850
|
-17%
|
|
|
2
|
|
$23.8M
|
+$25.8M
|
+278,985
|
+4,574%
|
|
|
3
|
|
$19M
|
-$1.86M
|
-20,150
|
-8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
-$311K
|
-3,362
|
-1%
|
|
|
5
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$17.8M
|
-$223K
|
-2,405
|
-1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.87M
|
-$7.57M
|
-81,797
|
-41%
|
|
|
7
|
|
$5.59M
|
+$4.57M
|
+49,389
|
+279%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.39M
|
-$11.2M
|
-121,172
|
-65%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$4.81M
|
-$4.62M
|
-49,959
|
-46%
|
|
|
10
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$3.67M
|
-$2.04M
|
-22,000
|
-33%
|
|
|
11
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3.08M
|
-$76.3K
|
-825
|
-2%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$2.89M
|
+$3.21M
|
+34,713
|
New
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.8M
|
+$1.41M
|
+15,270
|
+83%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.75M
|
+$14.7K
|
+159
|
+0.5%
|
|
|
15
|
WT Wealth Management
Scottsdale,
Arizona
|
$2.67M
|
-$628K
|
-6,791
|
-17%
|
|
|
16
|
VanEck Associates
New York
|
$2.5M
|
-$446K
|
-4,820
|
-14%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.32M
|
+$132K
|
+1,421
|
+5%
|
|
|
18
|
Freemont Management
Vaud,
Switzerland
|
$2.08M
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.98M
|
-$215K
|
-2,318
|
-9%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.92M
|
-$40.4K
|
-437
|
-2%
|
|
|
21
|
Peak Financial Advisors
Denver,
Colorado
|
$1.87M
|
-$58.2K
|
-629
|
-3%
|
|
|
22
|
Bridge Advisory
Pasadena,
California
|
$1.87M
|
+$64K
|
+692
|
+3%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.85M
|
-$188K
|
-2,033
|
-8%
|
|
|
24
|
|
$1.83M
|
–
|
–
|
–
|
|
|
25
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.78M
|
-$14.8K
|
-160
|
-0.7%
|
|
