|
1
|
Wells Fargo
San Francisco,
California
|
$27.2M
|
-$8.91M
|
-388,908
|
-25%
|
|
|
2
|
|
$24.4M
|
-$2.75M
|
-120,211
|
-10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$8.59M
|
+$527K
|
+23,007
|
+7%
|
|
|
4
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.01M
|
+$4.58M
|
+199,983
|
+143%
|
|
|
5
|
HCR Wealth Advisors
Los Angeles,
California
|
$6M
|
-$1.15K
|
-50
|
-0%
|
|
|
6
|
William Blair & Company
Chicago,
Illinois
|
$5.92M
|
-$133K
|
-5,800
|
-2%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.8M
|
-$49.2K
|
-2,145
|
-1%
|
|
|
8
|
Advisors Preferred
Rockville,
Maryland
|
$4.06M
|
+$3.97M
|
+173,354
|
New
|
|
|
9
|
SSI Investment Management
Los Angeles,
California
|
$3.43M
|
–
|
–
|
–
|
|
|
10
|
Telemus Capital
Southfield,
Michigan
|
$3.22M
|
-$46.4K
|
-2,025
|
-1%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$3.21M
|
+$829K
|
+36,182
|
+36%
|
|
|
12
|
Hudson Capital Management
Ramsey,
New Jersey
|
$3.07M
|
+$77.5K
|
+3,382
|
+3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.04M
|
-$3.12M
|
-136,267
|
-61%
|
|
|
14
|
Stellar Capital Management
Phoenix,
Arizona
|
$1.76M
|
-$32.8K
|
-1,430
|
-2%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.53M
|
-$34.9K
|
-1,521
|
-2%
|
|
|
16
|
|
$1.49M
|
+$550K
|
+23,989
|
+60%
|
|
|
17
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.3M
|
–
|
–
|
–
|
|
|
18
|
McDonald Capital Investors
Orinda,
California
|
$1.26M
|
–
|
–
|
–
|
|
|
19
|
Kohlberg Kravis Roberts & Co
New York
|
$1.13M
|
–
|
–
|
–
|
|
|
20
|
Private Asset Management
San Diego,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.04M
|
-$349K
|
-15,250
|
-26%
|
|
|
22
|
CIBC World Market
Toronto,
Ontario, Canada
|
$959K
|
-$214K
|
-9,357
|
-19%
|
|
|
23
|
V Wealth Advisors
Overland Park,
Kansas
|
$932K
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$886K
|
+$58.8K
|
+2,566
|
+7%
|
|
|
25
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$843K
|
–
|
–
|
–
|
|
