|
1
|
Bank of America
Charlotte,
North Carolina
|
$91.9M
|
+$11.1M
|
+612,987
|
+14%
|
|
|
2
|
|
$52.8M
|
-$4.51M
|
-250,416
|
-8%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$45.1M
|
+$6.53M
|
+362,342
|
+18%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$44.4M
|
+$362K
|
+20,063
|
+0.8%
|
|
|
5
|
Guardian Point Capital
Charlottesville,
Virginia
|
$37.2M
|
+$36.1M
|
+2,000,000
|
New
|
|
|
6
|
IFP Advisors
Tampa,
Florida
|
$30.7M
|
+$4.2M
|
+232,966
|
+678%
|
|
|
7
|
Darwin Wealth Management
Tampa,
Florida
|
$23.7M
|
-$4.67M
|
-259,141
|
-17%
|
|
|
8
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$23.1M
|
+$11.2M
|
+621,778
|
+100%
|
|
|
9
|
UBP Investment Advisors
Geneva,
Switzerland
|
$16.1M
|
-$160K
|
-8,885
|
-1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$14M
|
+$3.51M
|
+194,746
|
+35%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$13.7M
|
+$1.45M
|
+80,219
|
+12%
|
|
|
12
|
Waverton Investment Management
London,
United Kingdom
|
$13.2M
|
+$443K
|
+24,600
|
+4%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.8M
|
-$2.66M
|
-147,400
|
-18%
|
|
|
14
|
Oppenheimer & Co
New York
|
$12.8M
|
+$12.4M
|
+689,377
|
New
|
|
|
15
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$12.7M
|
+$6.04M
|
+335,000
|
+96%
|
|
|
16
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$11.3M
|
+$255K
|
+14,134
|
+2%
|
|
|
17
|
Cypress Capital
Franklin,
Tennessee
|
$11M
|
-$243K
|
-13,502
|
-2%
|
|
|
18
|
Allen Capital Group
Grand Island,
Nebraska
|
$10.7M
|
-$114K
|
-6,299
|
-1%
|
|
|
19
|
Worth Asset Management
Dallas,
Texas
|
$9M
|
+$9.27M
|
+514,450
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.47M
|
+$186K
|
+10,323
|
+2%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$8.14M
|
-$148K
|
-8,221
|
-2%
|
|
|
22
|
Eudaimonia Partners
Winchester,
Tennessee
|
$7.71M
|
+$7.48M
|
+415,190
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$7.71M
|
+$1.17M
|
+64,888
|
+19%
|
|
|
24
|
|
$7.18M
|
+$1.21M
|
+67,228
|
+21%
|
|
|
25
|
|
$6.47M
|
+$4.89M
|
+271,421
|
New
|
|
