|
1
|
UBS Group
Zurich,
Switzerland
|
$42.1M
|
+$11.4M
|
+119,501
|
+45%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$39.8M
|
-$24.1M
|
-252,961
|
-41%
|
|
|
3
|
|
$37.4M
|
+$7.16M
|
+75,127
|
+28%
|
|
|
4
|
|
$32M
|
+$2.25M
|
+23,651
|
+9%
|
|
|
5
|
Flaharty Asset Management
Clearwater,
Florida
|
$26.6M
|
-$18.5M
|
-194,302
|
-44%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$20.9M
|
+$7.53M
|
+79,075
|
+71%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$15M
|
+$2.95M
|
+31,019
|
+29%
|
|
|
8
|
BNP Paribas Financial Markets
Paris,
France
|
$14.3M
|
+$9.62M
|
+100,948
|
+337%
|
|
|
9
|
Cresset Asset Management
Chicago,
Illinois
|
$10.4M
|
+$9.01M
|
+94,614
|
New
|
|
|
10
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$10.1M
|
-$902K
|
-9,467
|
-9%
|
|
|
11
|
Farther Finance Advisors
San Francisco,
California
|
$7.55M
|
-$728K
|
-7,646
|
-10%
|
|
|
12
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$7.31M
|
+$984K
|
+10,328
|
+18%
|
|
|
13
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$6.82M
|
+$5.94M
|
+62,328
|
New
|
|
|
14
|
Guild Investment Management
Los Angeles,
California
|
$6.39M
|
-$512K
|
-5,370
|
-8%
|
|
|
15
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$6.13M
|
-$178K
|
-1,871
|
-3%
|
|
|
16
|
Concurrent Investment Advisors
Tampa,
Florida
|
$5.04M
|
+$4.39M
|
+46,052
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.52M
|
+$874K
|
+9,173
|
+29%
|
|
|
18
|
Ocean Park Asset Management
Santa Monica,
California
|
$4.5M
|
+$3.92M
|
+41,114
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$4.17M
|
-$1.9M
|
-19,969
|
-34%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.9M
|
+$1.91M
|
+20,006
|
+128%
|
|
|
21
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$3.43M
|
+$180K
|
+1,893
|
+6%
|
|
|
22
|
Financial Guidance Group
Palm Harbor,
Florida
|
$3.43M
|
+$180K
|
+1,893
|
+6%
|
|
|
23
|
Davis Investment Partners
Charlotte,
North Carolina
|
$3.28M
|
-$104K
|
-1,093
|
-4%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.26M
|
-$213K
|
-2,240
|
-7%
|
|
|
25
|
IHT Wealth Management
Chicago,
Illinois
|
$2.97M
|
-$127K
|
-1,338
|
-5%
|
|
