|
1
|
|
$20M
|
-$339K
|
-6,927
|
-2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$8.32M
|
-$1.11M
|
-22,749
|
-12%
|
|
|
3
|
Surevest
Los Angeles,
California
|
$4.25M
|
+$737K
|
+15,055
|
+21%
|
|
|
4
|
Nottingham Advisors
Amherst,
New York
|
$3.33M
|
+$3.3M
|
+67,335
|
New
|
|
|
5
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.68M
|
+$2.67M
|
+54,460
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.74M
|
+$261K
|
+5,340
|
+18%
|
|
|
7
|
First Allied Advisory Services
San Diego,
California
|
$1.65M
|
+$1.64M
|
+33,491
|
New
|
|
|
8
|
Elmwood Wealth Management
Berkeley,
California
|
$1.64M
|
-$29.4K
|
-600
|
-2%
|
|
|
9
|
|
$1.35M
|
+$466K
|
+9,513
|
+53%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.1M
|
+$300K
|
+6,128
|
+38%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.03M
|
-$82.8K
|
-1,692
|
-8%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$809K
|
+$70.9K
|
+1,448
|
+10%
|
|
|
13
|
Clear Perspective Advisors
Aurora,
Illinois
|
$670K
|
+$666K
|
+13,609
|
New
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$606K
|
–
|
–
|
–
|
|
|
15
|
1 North Wealth Services
Annapolis,
Maryland
|
$579K
|
-$185K
|
-3,785
|
-24%
|
|
|
16
|
Monument Capital Management
Alexandria,
Virginia
|
$467K
|
–
|
–
|
–
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$387K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$281K
|
–
|
–
|
–
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$218K
|
+$4.55K
|
+93
|
+2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$212K
|
+$211K
|
+4,306
|
New
|
|
|
21
|
Intellectus Partners
San Francisco,
California
|
$168K
|
+$167K
|
+3,406
|
New
|
|
|
22
|
West Oak Capital
Westlake Village,
California
|
$44K
|
–
|
–
|
–
|
|
|
23
|
Community Bank
Dewitt,
New York
|
$30K
|
+$29.4K
|
+600
|
New
|
|
|
24
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$23K
|
+$23K
|
+470
|
New
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
-$245
|
-5
|
-1%
|
|
