|
1
|
UBS Group
Zurich,
Switzerland
|
$44M
|
-$3.62M
|
-57,241
|
-8%
|
|
|
2
|
|
$33.7M
|
+$1.65M
|
+26,119
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$21.5M
|
+$1.76M
|
+27,805
|
+9%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$13.5M
|
+$153K
|
+2,424
|
+1%
|
|
|
5
|
Gray Foundation
Cohoes,
New York
|
$13.4M
|
–
|
–
|
–
|
|
|
6
|
Biltmore Family Office
Charlotte,
North Carolina
|
$13.2M
|
+$11.4K
|
+180
|
+0.1%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.6M
|
+$2.35M
|
+37,209
|
+24%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$12.2M
|
-$287K
|
-4,530
|
-2%
|
|
|
9
|
M & L Capital Management
London,
United Kingdom
|
$11.7M
|
+$11.3M
|
+178,560
|
New
|
|
|
10
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$10.2M
|
+$9.87M
|
+156,078
|
New
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$8.14M
|
-$323K
|
-5,109
|
-4%
|
|
|
12
|
Carmel Capital Management
Carmel,
California
|
$6.43M
|
+$15.8K
|
+250
|
+0.3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.05M
|
-$473K
|
-7,478
|
-7%
|
|
|
14
|
NTV Asset Management
Charleston,
West Virginia
|
$5.75M
|
-$94.9K
|
-1,500
|
-2%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.66M
|
-$128K
|
-2,025
|
-2%
|
|
|
16
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$5.56M
|
+$458K
|
+7,240
|
+9%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$4.4M
|
-$930K
|
-14,701
|
-18%
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$4.12M
|
+$24.2K
|
+382
|
+0.6%
|
|
|
19
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$3.86M
|
-$6.01K
|
-95
|
-0.2%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.8M
|
-$69.4K
|
-1,098
|
-2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.73M
|
+$436K
|
+6,886
|
+14%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.71M
|
+$198K
|
+3,138
|
+6%
|
|
|
23
|
SG Americas Securities
New York
|
$3.28M
|
+$3.16M
|
+50,000
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.18M
|
+$157K
|
+2,486
|
+5%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.02M
|
–
|
–
|
–
|
|
