|
1
|
|
$78.6M
|
-$6.04M
|
-45,949
|
-7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$50.8M
|
-$27.5M
|
-209,335
|
-35%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$24.4M
|
-$8.99M
|
-68,368
|
-27%
|
|
|
4
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$20.5M
|
+$323K
|
+2,458
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$16.6M
|
-$1.62M
|
-12,327
|
-9%
|
|
|
6
|
Leuthold Group
Minneapolis,
Minnesota
|
$10.3M
|
+$10.5M
|
+80,137
|
New
|
|
|
7
|
Cedar Hill Associates
Chicago,
Illinois
|
$9.95M
|
-$325K
|
-2,470
|
-3%
|
|
|
8
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$9.1M
|
+$546K
|
+4,155
|
+6%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.96M
|
-$118K
|
-898
|
-1%
|
|
|
10
|
Bollard Group
Boston,
Massachusetts
|
$7.34M
|
–
|
–
|
–
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.14M
|
+$1.63M
|
+12,368
|
+29%
|
|
|
12
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$5.77M
|
+$210K
|
+1,598
|
+4%
|
|
|
13
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.23M
|
-$7.25M
|
-55,132
|
-58%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.07M
|
-$1.31K
|
-10
|
-0%
|
|
|
15
|
Berkeley Capital Partners
Milton,
Georgia
|
$4.61M
|
-$3.05M
|
-23,203
|
-39%
|
|
|
16
|
Lesa Sroufe & Co
Seattle,
Washington
|
$4.51M
|
-$72.2K
|
-549
|
-2%
|
|
|
17
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$4.35M
|
+$4.39M
|
+33,406
|
+8,908%
|
|
|
18
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.14M
|
+$992K
|
+7,543
|
+31%
|
|
|
19
|
InterOcean Capital
Chicago,
Illinois
|
$4.13M
|
+$217K
|
+1,647
|
+5%
|
|
|
20
|
Sicart Associates
New York
|
$3.59M
|
+$187K
|
+1,425
|
+5%
|
|
|
21
|
Menlo Advisors
Menlo Park,
California
|
$3.28M
|
–
|
–
|
–
|
|
|
22
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$3.25M
|
+$3.32M
|
+25,274
|
New
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$2.71M
|
-$23.4K
|
-178
|
-0.8%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.71M
|
+$164K
|
+1,250
|
+6%
|
|
|
25
|
Brinker Capital
Berwyn,
Pennsylvania
|
$2.62M
|
–
|
–
|
–
|
|
