|
1
|
UBS Group
Zurich,
Switzerland
|
$51.8M
|
-$1.16M
|
-20,742
|
-2%
|
|
|
2
|
|
$43.1M
|
-$4.98M
|
-89,273
|
-10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$17.3M
|
-$2.26M
|
-40,507
|
-11%
|
|
|
4
|
Fountainhead AM
Warren,
New Jersey
|
$14.7M
|
+$450K
|
+8,074
|
+3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$12.1M
|
-$524K
|
-9,407
|
-4%
|
|
|
6
|
Biltmore Family Office
Charlotte,
North Carolina
|
$11.5M
|
-$97.2K
|
-1,743
|
-0.8%
|
|
|
7
|
Gray Foundation
Cohoes,
New York
|
$11.3M
|
–
|
–
|
–
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$11.1M
|
-$109K
|
-1,952
|
-1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
-$1.19M
|
-21,393
|
-10%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.62M
|
-$84.4K
|
-1,514
|
-0.9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.21M
|
-$843K
|
-15,115
|
-8%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.72M
|
-$813K
|
-14,577
|
-9%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.14M
|
+$5.51M
|
+98,853
|
+321%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.79M
|
+$96.1K
|
+1,724
|
+1%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.69M
|
-$153K
|
-2,737
|
-2%
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$6.23M
|
+$82.7K
|
+1,484
|
+1%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$5.72M
|
+$68K
|
+1,219
|
+1%
|
|
|
18
|
Carmel Capital Management
Carmel,
California
|
$5.46M
|
+$10K
|
+180
|
+0.2%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.45M
|
+$382K
|
+6,855
|
+7%
|
|
|
20
|
NTV Asset Management
Charleston,
West Virginia
|
$4.79M
|
-$69.3K
|
-1,243
|
-1%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.45M
|
-$369K
|
-6,623
|
-8%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.27M
|
+$2.05M
|
+36,682
|
+90%
|
|
|
23
|
|
$3.94M
|
-$670K
|
-12,010
|
-14%
|
|
|
24
|
|
$3.89M
|
-$1.03M
|
-18,500
|
-21%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.88M
|
-$220K
|
-3,941
|
-5%
|
|
