|
1
|
|
$441M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$50.3M
|
-$56.8M
|
-537,901
|
-53%
|
|
|
3
|
IndexIQ Advisors
New York
|
$27.5M
|
-$18.3M
|
-173,408
|
-40%
|
|
|
4
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$13.3M
|
+$13.3M
|
+126,048
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.65M
|
-$604K
|
-5,711
|
-6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.51M
|
+$259K
|
+2,450
|
+4%
|
|
|
7
|
|
$7.14M
|
+$5.55M
|
+52,479
|
+348%
|
|
|
8
|
Ceera Investments
Bellaire,
Texas
|
$6M
|
+$6M
|
+56,735
|
New
|
|
|
9
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.03M
|
-$23.8M
|
-225,418
|
-83%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.64M
|
+$1.43M
|
+13,488
|
+44%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$4.21M
|
-$923K
|
-8,737
|
-18%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$3.97M
|
-$1.87M
|
-17,706
|
-32%
|
|
|
13
|
|
$3.88M
|
-$1.27M
|
-12,020
|
-25%
|
|
|
14
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$3.81M
|
-$492K
|
-4,652
|
-11%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$3.04M
|
-$427K
|
-4,040
|
-12%
|
|
|
16
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$3.04M
|
+$697K
|
+6,598
|
+30%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.28M
|
+$44.6K
|
+422
|
+2%
|
|
|
18
|
Madison Asset Management
Madison,
Wisconsin
|
$1.81M
|
-$12.6M
|
-118,836
|
-87%
|
|
|
19
|
Principal Financial Group
Des Moines,
Iowa
|
$1.52M
|
-$143K
|
-1,350
|
-9%
|
|
|
20
|
WrapManager Inc
Mill Valley,
California
|
$1.34M
|
-$2.62M
|
-24,766
|
-66%
|
|
|
21
|
Dock Street Asset Management
Palm Beach,
Florida
|
$1.19M
|
+$210K
|
+1,986
|
+21%
|
|
|
22
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.03M
|
+$441K
|
+4,176
|
+75%
|
|
|
23
|
Wolff Wiese Magana
Carslbad,
California
|
$960K
|
-$198K
|
-1,878
|
-17%
|
|
|
24
|
Focus Financial Network
Minneapolis,
Minnesota
|
$656K
|
+$656K
|
+6,205
|
New
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$500K
|
-$61.8K
|
-585
|
-11%
|
|
