|
1
|
|
$20.1M
|
-$1.48M
|
-30,403
|
-7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$9.32M
|
+$1.65M
|
+34,075
|
+22%
|
|
|
3
|
Surevest
Los Angeles,
California
|
$3.46M
|
+$3.46M
|
+71,241
|
New
|
|
|
4
|
Elmwood Wealth Management
Berkeley,
California
|
$1.64M
|
-$233K
|
-4,800
|
-12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.46M
|
-$1.41M
|
-29,002
|
-49%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.1M
|
-$53.8K
|
-1,108
|
-5%
|
|
|
7
|
|
$873K
|
-$2.61M
|
-53,794
|
-75%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$790K
|
-$54.8K
|
-1,129
|
-7%
|
|
|
9
|
1 North Wealth Services
Annapolis,
Maryland
|
$756K
|
+$755K
|
+15,549
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$729K
|
+$265K
|
+5,467
|
+57%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$599K
|
-$34K
|
-701
|
-5%
|
|
|
12
|
Monument Capital Management
Alexandria,
Virginia
|
$461K
|
-$333K
|
-6,870
|
-42%
|
|
|
13
|
German American Bancorp
Jasper,
Indiana
|
$384K
|
+$383K
|
+7,887
|
New
|
|
|
14
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$383K
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$278K
|
–
|
–
|
–
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$210K
|
+$210K
|
+4,325
|
New
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
$112K
|
+$112K
|
+2,300
|
New
|
|
|
18
|
West Oak Capital
Westlake Village,
California
|
$43.8K
|
–
|
–
|
–
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
+$243
|
+5
|
+1%
|
|
|
20
|
Strategic Wealth Partners
Independence,
Ohio
|
$15K
|
–
|
–
|
–
|
|
|
21
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$4.86K
|
+$4.85K
|
+100
|
New
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
–
|
-$1.78M
|
-36,400
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.51M
|
-30,992
|
Closed
|
|
|
24
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$835K
|
-17,199
|
Closed
|
|
|
25
|
Intellectus Partners
San Francisco,
California
|
–
|
-$312K
|
-6,395
|
Closed
|
|
