|
1
|
|
$91.5M
|
+$35M
|
+248,888
|
+60%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$75.6M
|
+$44.4M
|
+315,791
|
+136%
|
|
|
3
|
PVG Asset Management
Golden,
Colorado
|
$51.2M
|
+$17.7M
|
+125,661
|
+51%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$33M
|
+$977K
|
+6,947
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$26.4M
|
+$1.71M
|
+12,172
|
+7%
|
|
|
6
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$20.5M
|
+$2.89M
|
+20,574
|
+16%
|
|
|
7
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$14.7M
|
+$13.3M
|
+94,925
|
+834%
|
|
|
8
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$13.2M
|
+$12.5M
|
+89,205
|
+1,429%
|
|
|
9
|
Cedar Hill Associates
Chicago,
Illinois
|
$11.5M
|
-$3.56M
|
-25,321
|
-23%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.38M
|
+$4.37M
|
+31,093
|
+105%
|
|
|
11
|
Bollard Group
Boston,
Massachusetts
|
$8.16M
|
–
|
–
|
–
|
|
|
12
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$6.71M
|
+$6.83M
|
+48,605
|
New
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.28M
|
-$600K
|
-4,266
|
-9%
|
|
|
14
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$6.18M
|
+$6.29M
|
+44,764
|
New
|
|
|
15
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$5.88M
|
+$490K
|
+3,485
|
+9%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.44M
|
+$38.5K
|
+274
|
+0.7%
|
|
|
17
|
Lesa Sroufe & Co
Seattle,
Washington
|
$4.85M
|
+$27.6K
|
+196
|
+0.6%
|
|
|
18
|
Menlo Advisors
Menlo Park,
California
|
$3.52M
|
–
|
–
|
–
|
|
|
19
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$3.23M
|
-$2.35M
|
-16,743
|
-42%
|
|
|
20
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.11M
|
-$1.58M
|
-11,250
|
-33%
|
|
|
21
|
InterOcean Capital
Chicago,
Illinois
|
$3.08M
|
-$88.4K
|
-629
|
-3%
|
|
|
22
|
Brinker Capital
Berwyn,
Pennsylvania
|
$2.81M
|
-$18.7K
|
-133
|
-0.6%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.71M
|
-$175K
|
-1,244
|
-6%
|
|
|
24
|
Parkside Investments
Deerfield,
Illinois
|
$2.61M
|
+$2.66M
|
+18,908
|
New
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.55M
|
-$3.25M
|
-23,125
|
-56%
|
|
