|
1
|
|
$18.3M
|
-$224K
|
-15,020
|
-1%
|
|
|
2
|
Peak Financial Management
Wellesley,
Massachusetts
|
$16.7M
|
+$16.6M
|
+1,110,490
|
New
|
|
|
3
|
Frontier Investment Management
Dallas,
Texas
|
$13.4M
|
+$585K
|
+39,200
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
+$6.22M
|
+417,160
|
+137%
|
|
|
5
|
Advisor Group
Phoenix,
Arizona
|
$9.25M
|
+$9.15M
|
+613,420
|
New
|
|
|
6
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$9.08M
|
+$5.21M
|
+349,280
|
+138%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.84M
|
-$7.28M
|
-488,240
|
-46%
|
|
|
8
|
MAI Capital Management
Independence,
Ohio
|
$8.29M
|
+$3.28K
|
+220
|
+0%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.4M
|
-$831K
|
-55,670
|
-12%
|
|
|
10
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$5.92M
|
+$348K
|
+23,360
|
+6%
|
|
|
11
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.74M
|
-$296K
|
-19,840
|
-6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.95M
|
+$3.12M
|
+208,920
|
+394%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.87M
|
-$355K
|
-23,780
|
-8%
|
|
|
14
|
|
$3.56M
|
-$22.9M
|
-1,537,670
|
-87%
|
|
|
15
|
|
$3.32M
|
-$37.3K
|
-2,500
|
-1%
|
|
|
16
|
Hartford Financial Management
Hartford,
Connecticut
|
$3M
|
+$52.4K
|
+3,510
|
+2%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.13M
|
+$452K
|
+30,330
|
+27%
|
|
|
18
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.04M
|
-$26.6K
|
-1,780
|
-1%
|
|
|
19
|
Country Club Trust
Kansas City,
Missouri
|
$1.94M
|
-$211K
|
-14,150
|
-10%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.86M
|
-$455K
|
-30,470
|
-20%
|
|
|
21
|
Bruderman Asset Management
Locust Valley,
New York
|
$1.69M
|
+$6.12K
|
+410
|
+0.4%
|
|
|
22
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.67M
|
-$1.2M
|
-80,710
|
-42%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.52M
|
+$125K
|
+8,380
|
+9%
|
|
|
24
|
|
$1.45M
|
-$1.29M
|
-86,220
|
-47%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.45M
|
-$305K
|
-20,470
|
-18%
|
|
