|
1
|
UBS Group
Zurich,
Switzerland
|
$60.6M
|
+$39.6M
|
+1,026,917
|
+168%
|
|
|
2
|
|
$25.3M
|
+$2.35M
|
+60,867
|
+10%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$14.6M
|
+$87.2K
|
+2,260
|
+0.6%
|
|
|
4
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$12.3M
|
+$12.8M
|
+331,634
|
New
|
|
|
5
|
First National Corp
Rockland,
Massachusetts
|
$9.83M
|
-$1.64M
|
-42,526
|
-14%
|
|
|
6
|
Mirador Capital Partners
Pleasanton,
California
|
$9.29M
|
+$9.69M
|
+251,250
|
New
|
|
|
7
|
Axxcess Wealth Management
Carlsbad,
California
|
$9.17M
|
-$5.17K
|
-134
|
-0.1%
|
|
|
8
|
|
$8.35M
|
+$3.34M
|
+86,685
|
+62%
|
|
|
9
|
Wealth Quarterback
Toms River,
New Jersey
|
$7.89M
|
+$8.23M
|
+213,358
|
New
|
|
|
10
|
CPR Investments
Rochester,
Michigan
|
$7.47M
|
+$264K
|
+6,852
|
+4%
|
|
|
11
|
One Plus One Wealth Management
Jupiter,
Florida
|
$6.68M
|
+$3.89M
|
+100,758
|
+126%
|
|
|
12
|
Boothbay Fund Management
New York
|
$6.12M
|
+$6.39M
|
+165,707
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.52M
|
+$662K
|
+17,164
|
+13%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.07M
|
+$5.04M
|
+130,746
|
+1,992%
|
|
|
15
|
Whittier Trust
South Pasadena,
California
|
$4.86M
|
+$5.09M
|
+132,000
|
New
|
|
|
16
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$4.84M
|
+$2.43M
|
+62,960
|
+92%
|
|
|
17
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$4.81M
|
+$2.24M
|
+58,124
|
+81%
|
|
|
18
|
Tidal Investments
Milwaukee,
Wisconsin
|
$4.72M
|
+$1.4M
|
+36,300
|
+40%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.47M
|
+$4.67M
|
+120,950
|
New
|
|
|
20
|
Oppenheimer & Co
New York
|
$4.16M
|
+$2.93M
|
+76,051
|
+208%
|
|
|
21
|
Sterling Investment Management
Tucson,
Arizona
|
$3.7M
|
-$15.2K
|
-395
|
-0.4%
|
|
|
22
|
CIBC World Market
Toronto,
Ontario, Canada
|
$3.19M
|
-$39.6K
|
-1,028
|
-1%
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.86M
|
-$607K
|
-15,736
|
-17%
|
|
|
24
|
Capital Wealth Planning
Naples,
Florida
|
$2.72M
|
+$264K
|
+6,832
|
+10%
|
|
|
25
|
Brasada Capital Management
Houston,
Texas
|
$2.52M
|
-$169K
|
-4,385
|
-6%
|
|
