|
1
|
UBS Group
Zurich,
Switzerland
|
$58.1M
|
+$13.4M
|
+182,403
|
+27%
|
|
|
2
|
|
$51.8M
|
+$14.3M
|
+195,170
|
+35%
|
|
|
3
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$50.7M
|
+$54.4M
|
+741,102
|
New
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33.2M
|
+$29.4M
|
+400,367
|
+470%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$22.9M
|
-$136K
|
-1,857
|
-0.6%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$17.2M
|
+$2.45M
|
+33,350
|
+15%
|
|
|
7
|
Gray Foundation
Cohoes,
New York
|
$14M
|
–
|
–
|
–
|
|
|
8
|
Biltmore Family Office
Charlotte,
North Carolina
|
$13.9M
|
+$94.3K
|
+1,284
|
+0.6%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.8M
|
+$386K
|
+5,260
|
+3%
|
|
|
10
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$12.5M
|
+$13.4M
|
+182,845
|
New
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$12.4M
|
-$251K
|
-3,411
|
-2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$7.82M
|
-$2.25M
|
-30,587
|
-21%
|
|
|
13
|
Carmel Capital Management
Carmel,
California
|
$6.77M
|
–
|
–
|
–
|
|
|
14
|
NTV Asset Management
Charleston,
West Virginia
|
$5.96M
|
-$108K
|
-1,465
|
-2%
|
|
|
15
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$5.47M
|
+$1.56M
|
+21,207
|
+36%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.45M
|
-$801K
|
-10,899
|
-12%
|
|
|
17
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$5.17M
|
+$25K
|
+341
|
+0.5%
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$4.96M
|
+$428K
|
+5,827
|
+9%
|
|
|
19
|
Flow Traders U.S.
New York
|
$4.61M
|
+$4.94M
|
+67,292
|
New
|
|
|
20
|
Black Swift Group
Boulder,
Colorado
|
$4.42M
|
+$4.74M
|
+64,540
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.39M
|
+$2.61M
|
+35,557
|
+124%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.34M
|
+$560K
|
+7,620
|
+14%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.1M
|
+$281K
|
+3,832
|
+7%
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.98M
|
+$8.08K
|
+110
|
+0.2%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$3.93M
|
+$1.48M
|
+20,130
|
+54%
|
|
