|
1
|
Colony Group
Boston,
Massachusetts
|
$8.79M
|
+$8.61M
|
+216,925
|
+3,329%
|
|
|
2
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$7.93M
|
-$1.16M
|
-29,342
|
-13%
|
|
|
3
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.38M
|
-$2.83M
|
-71,320
|
-54%
|
|
|
4
|
Elmwood Wealth Management
Berkeley,
California
|
$1.37M
|
-$15.8K
|
-399
|
-1%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$858K
|
-$199K
|
-5,005
|
-19%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$748K
|
+$51.9K
|
+1,308
|
+7%
|
|
|
7
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$672K
|
–
|
–
|
–
|
|
|
8
|
Veritable
Wilmington,
Delaware
|
$572K
|
-$516K
|
-13,008
|
-47%
|
|
|
9
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$544K
|
-$210K
|
-5,284
|
-28%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$395K
|
-$39.5K
|
-995
|
-9%
|
|
|
11
|
CIBC World Market
Toronto,
Ontario, Canada
|
$353K
|
-$338K
|
-8,523
|
-49%
|
|
|
12
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$332K
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$320K
|
+$103K
|
+2,602
|
+47%
|
|
|
14
|
|
$293K
|
-$843K
|
-21,250
|
-74%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$243K
|
+$60.7K
|
+1,529
|
+33%
|
|
|
16
|
Smart Portfolios LLC
Seattle,
Washington
|
$240K
|
+$242K
|
+6,103
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$223K
|
-$78.7K
|
-1,984
|
-26%
|
|
|
18
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$158K
|
+$159K
|
+4,007
|
New
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$157K
|
–
|
–
|
–
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$94.3K
|
–
|
–
|
–
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$91.7K
|
+$92.4K
|
+2,329
|
New
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$87K
|
+$8.1K
|
+204
|
+10%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$72.2K
|
+$53.8K
|
+1,356
|
+284%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$28K
|
–
|
–
|
–
|
|
|
25
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$21K
|
+$20.9K
|
+526
|
New
|
|
