|
1
|
UBS Group
Zurich,
Switzerland
|
$56.3M
|
+$2.15M
|
+38,043
|
+4%
|
|
|
2
|
|
$51.1M
|
-$7.5M
|
-132,602
|
-13%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$20.8M
|
-$906K
|
-16,022
|
-4%
|
|
|
4
|
Fountainhead AM
Warren,
New Jersey
|
$15.1M
|
+$711K
|
+12,574
|
+5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$13.5M
|
+$3M
|
+53,137
|
+30%
|
|
|
6
|
Biltmore Family Office
Charlotte,
North Carolina
|
$12.4M
|
+$887K
|
+15,683
|
+8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
-$1.84M
|
-32,503
|
-13%
|
|
|
8
|
Gray Foundation
Cohoes,
New York
|
$12M
|
–
|
–
|
–
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$11.9M
|
-$220K
|
-3,894
|
-2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.7M
|
+$176K
|
+3,120
|
+2%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.3M
|
+$457K
|
+8,077
|
+5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.07M
|
-$165K
|
-2,922
|
-2%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.28M
|
+$5.49M
|
+97,076
|
+359%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.12M
|
+$225K
|
+3,972
|
+3%
|
|
|
15
|
Principal Securities
Des Moines,
Iowa
|
$6.54M
|
+$266K
|
+4,709
|
+4%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$6.01M
|
+$71K
|
+1,256
|
+1%
|
|
|
17
|
Carmel Capital Management
Carmel,
California
|
$5.8M
|
+$36.8K
|
+650
|
+0.7%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.4M
|
+$191K
|
+3,371
|
+4%
|
|
|
19
|
Spirepoint Private Client
Vero Beach,
Florida
|
$5.31M
|
+$5.12M
|
+90,611
|
New
|
|
|
20
|
|
$5.22M
|
+$5.04M
|
+89,067
|
New
|
|
|
21
|
NTV Asset Management
Charleston,
West Virginia
|
$5.18M
|
-$99.3K
|
-1,756
|
-2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.12M
|
-$329K
|
-5,809
|
-6%
|
|
|
23
|
|
$4.89M
|
+$455K
|
+8,044
|
+11%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$4.5M
|
-$234K
|
-4,132
|
-5%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.36M
|
-$1.22M
|
-21,559
|
-22%
|
|
