|
1
|
|
$18.3M
|
+$400K
|
+8,058
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$8.48M
|
+$56.9K
|
+1,147
|
+0.7%
|
|
|
3
|
Surevest
Los Angeles,
California
|
$5.67M
|
-$86.9K
|
-1,752
|
-2%
|
|
|
4
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.65M
|
+$286K
|
+5,769
|
+8%
|
|
|
5
|
Elmwood Wealth Management
Berkeley,
California
|
$2.22M
|
+$390K
|
+7,850
|
+21%
|
|
|
6
|
Nottingham Advisors
Amherst,
New York
|
$1.73M
|
-$381K
|
-7,674
|
-18%
|
|
|
7
|
Clear Perspective Advisors
Aurora,
Illinois
|
$1.72M
|
+$869K
|
+17,523
|
+102%
|
|
|
8
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.28M
|
+$1.28M
|
+25,720
|
New
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.19M
|
+$130K
|
+2,625
|
+12%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.13M
|
+$68.4K
|
+1,378
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.05M
|
-$32.5K
|
-654
|
-3%
|
|
|
12
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$673K
|
+$295K
|
+5,955
|
+78%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$651K
|
+$68.8K
|
+1,387
|
+12%
|
|
|
14
|
1 North Wealth Services
Annapolis,
Maryland
|
$641K
|
+$640K
|
+12,907
|
New
|
|
|
15
|
|
$590K
|
+$108K
|
+2,185
|
+23%
|
|
|
16
|
Monument Capital Management
Alexandria,
Virginia
|
$474K
|
+$3.18K
|
+64
|
+0.7%
|
|
|
17
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$390K
|
+$313K
|
+6,303
|
+406%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$345K
|
+$319K
|
+6,421
|
+1,223%
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$268K
|
+$3.77K
|
+76
|
+1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$241K
|
-$556K
|
-11,199
|
-70%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$221K
|
+$7.64K
|
+154
|
+4%
|
|
|
22
|
West Oak Capital
Westlake Village,
California
|
$45K
|
–
|
–
|
–
|
|
|
23
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$36K
|
-$1.24K
|
-25
|
-3%
|
|
|
24
|
Community Bank
Dewitt,
New York
|
$30K
|
–
|
–
|
–
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$21K
|
–
|
–
|
–
|
|
