|
1
|
UBS Group
Zurich,
Switzerland
|
$46.2M
|
-$300K
|
-4,393
|
-0.7%
|
|
|
2
|
|
$38.9M
|
+$3.29M
|
+48,070
|
+9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$23.4M
|
+$592K
|
+8,659
|
+3%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$15.1M
|
+$813K
|
+11,882
|
+6%
|
|
|
5
|
Gray Foundation
Cohoes,
New York
|
$14.2M
|
–
|
–
|
–
|
|
|
6
|
Biltmore Family Office
Charlotte,
North Carolina
|
$14M
|
+$10.9K
|
+160
|
+0.1%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.6M
|
+$281K
|
+4,104
|
+2%
|
|
|
8
|
M & L Capital Management
London,
United Kingdom
|
$12.9M
|
+$496K
|
+7,250
|
+4%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$12.8M
|
-$88.2K
|
-1,290
|
-0.7%
|
|
|
10
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$11.2M
|
+$403K
|
+5,899
|
+4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$10M
|
+$1.41M
|
+20,630
|
+17%
|
|
|
12
|
Carmel Capital Management
Carmel,
California
|
$6.86M
|
+$54.7K
|
+800
|
+0.8%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.28M
|
-$121K
|
-1,771
|
-2%
|
|
|
14
|
NTV Asset Management
Charleston,
West Virginia
|
$6.13M
|
+$58.1K
|
+850
|
+1%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.9M
|
-$79K
|
-1,155
|
-1%
|
|
|
16
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$5.2M
|
-$658K
|
-9,620
|
-11%
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$4.62M
|
+$258K
|
+3,772
|
+6%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$4.54M
|
-$117K
|
-1,706
|
-3%
|
|
|
19
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$4.07M
|
-$18.3K
|
-268
|
-0.5%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.02M
|
+$6.77K
|
+99
|
+0.2%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.89M
|
-$29.4K
|
-430
|
-0.8%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.86M
|
+$432K
|
+6,319
|
+13%
|
|
|
23
|
SG Americas Securities
New York
|
$3.47M
|
+$7.04K
|
+103
|
+0.2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.39M
|
-$540K
|
-7,903
|
-14%
|
|
|
25
|
BIP Wealth
Atlanta,
Georgia
|
$3.14M
|
+$3.1M
|
+45,331
|
New
|
|
