|
1
|
Bank of America
Charlotte,
North Carolina
|
$35.3M
|
-$1.38M
|
-36,855
|
-4%
|
|
|
2
|
|
$17.5M
|
+$4.01M
|
+107,130
|
+30%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$5.01M
|
+134,045
|
+65%
|
|
|
4
|
Affinity Wealth Management
Wilmington,
Delaware
|
$11.6M
|
+$11.5M
|
+307,895
|
New
|
|
|
5
|
Davis Investment Partners
Charlotte,
North Carolina
|
$10.9M
|
+$1.14M
|
+30,555
|
+11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
+$3.99M
|
+106,700
|
+65%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.21M
|
+$1.73M
|
+46,170
|
+32%
|
|
|
8
|
Carmel Capital Management
Carmel,
California
|
$6.67M
|
+$276K
|
+7,375
|
+4%
|
|
|
9
|
Oppenheimer Asset Management
New York
|
$5.41M
|
-$55K
|
-1,470
|
-1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.31M
|
+$2.53M
|
+67,660
|
+91%
|
|
|
11
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$4.84M
|
+$4.83M
|
+129,000
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.75M
|
+$8.42K
|
+225
|
+0.2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$4.71M
|
-$4.07M
|
-108,735
|
-46%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.66M
|
-$1.94M
|
-51,785
|
-29%
|
|
|
15
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.04M
|
-$360K
|
-9,610
|
-8%
|
|
|
16
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.73M
|
-$53.7K
|
-1,435
|
-2%
|
|
|
17
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.58M
|
-$2.39M
|
-63,905
|
-48%
|
|
|
18
|
Private Advisory Group
Redmond,
Washington
|
$2.5M
|
+$2.49M
|
+66,645
|
New
|
|
|
19
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$2.37M
|
+$27.3K
|
+730
|
+1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.23M
|
+$134K
|
+3,590
|
+6%
|
|
|
21
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$2.05M
|
-$296K
|
-7,915
|
-13%
|
|
|
22
|
ICA Group Wealth Management
Denver,
Colorado
|
$1.89M
|
+$265K
|
+7,080
|
+16%
|
|
|
23
|
Choice Wealth Advisors
Waterville,
Maine
|
$1.8M
|
-$20.6K
|
-550
|
-1%
|
|
|
24
|
Burns Matteson Capital Management
Corning,
New York
|
$1.77M
|
-$28.1K
|
-750
|
-2%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$1.75M
|
+$1.75M
|
+46,735
|
New
|
|
