|
1
|
UBS Group
Zurich,
Switzerland
|
$43.5M
|
-$5.8M
|
-108,348
|
-13%
|
|
|
2
|
|
$29.1M
|
-$1.75M
|
-32,653
|
-6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$18M
|
+$632K
|
+11,803
|
+4%
|
|
|
4
|
Fountainhead AM
Warren,
New Jersey
|
$15.7M
|
-$3.35M
|
-62,561
|
-19%
|
|
|
5
|
Gray Foundation
Cohoes,
New York
|
$12.3M
|
–
|
–
|
–
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$12.2M
|
-$365K
|
-6,825
|
-3%
|
|
|
7
|
Biltmore Family Office
Charlotte,
North Carolina
|
$12M
|
-$117K
|
-2,182
|
-1%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$11.4M
|
-$202K
|
-3,770
|
-2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.3M
|
+$19.1K
|
+357
|
+0.2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$7.72M
|
-$687K
|
-12,828
|
-9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.97M
|
-$303K
|
-5,656
|
-5%
|
|
|
12
|
Carmel Capital Management
Carmel,
California
|
$5.85M
|
-$4.01K
|
-75
|
-0.1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.83M
|
+$342K
|
+6,389
|
+7%
|
|
|
14
|
NTV Asset Management
Charleston,
West Virginia
|
$5.33M
|
-$93.7K
|
-1,750
|
-2%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.28M
|
-$407K
|
-7,597
|
-8%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$4.89M
|
-$54.3K
|
-1,014
|
-1%
|
|
|
17
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$4.63M
|
-$30.3K
|
-566
|
-0.7%
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$3.73M
|
-$2.04M
|
-38,133
|
-38%
|
|
|
19
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$3.53M
|
-$145K
|
-2,714
|
-4%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.53M
|
-$109K
|
-2,037
|
-3%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.19M
|
-$299K
|
-5,585
|
-9%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.99M
|
-$1.39M
|
-25,900
|
-34%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.81M
|
-$656K
|
-12,248
|
-21%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.75M
|
-$114K
|
-2,125
|
-4%
|
|
|
25
|
|
$2.73M
|
+$1.75M
|
+32,641
|
+251%
|
|
