|
1
|
|
$21.6M
|
-$2.29M
|
-46,995
|
-10%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.69M
|
+$205K
|
+4,198
|
+3%
|
|
|
3
|
|
$3.5M
|
-$215K
|
-4,411
|
-6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.88M
|
-$411K
|
-8,426
|
-12%
|
|
|
5
|
Elmwood Wealth Management
Berkeley,
California
|
$1.88M
|
+$164K
|
+3,365
|
+10%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$1.78M
|
+$64.3K
|
+1,317
|
+4%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.51M
|
+$697K
|
+14,263
|
+85%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.15M
|
-$30.3K
|
-621
|
-3%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$847K
|
+$172K
|
+3,515
|
+25%
|
|
|
10
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$835K
|
+$840K
|
+17,199
|
New
|
|
|
11
|
Monument Capital Management
Alexandria,
Virginia
|
$797K
|
–
|
–
|
–
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$635K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$464K
|
+$52.6K
|
+1,077
|
+13%
|
|
|
14
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$383K
|
-$35.4K
|
-725
|
-8%
|
|
|
15
|
Intellectus Partners
San Francisco,
California
|
$312K
|
+$92.5K
|
+1,895
|
+42%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$279K
|
-$48.8K
|
-1,000
|
-15%
|
|
|
17
|
West Oak Capital
Westlake Village,
California
|
$43.9K
|
+$9.77K
|
+200
|
+29%
|
|
|
18
|
|
$24K
|
–
|
–
|
–
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
+$20.8K
|
+425
|
New
|
|
|
20
|
Strategic Wealth Partners
Independence,
Ohio
|
$15K
|
–
|
–
|
–
|
|
|
21
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$10K
|
+$10.2K
|
+208
|
New
|
|
|
22
|
|
–
|
-$825K
|
-16,917
|
Closed
|
|
|
23
|
Weatherly Asset Management
Del Mar,
California
|
–
|
-$416K
|
-8,517
|
Closed
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
–
|
-$24K
|
-500
|
Closed
|
|
