|
1
|
UBS Group
Zurich,
Switzerland
|
$59.9M
|
-$1.2M
|
-15,336
|
-2%
|
|
|
2
|
Portfolio Strategies
Monsey,
New York
|
$30.9M
|
+$9.67M
|
+123,633
|
+57%
|
|
|
3
|
Berkshire Money Management
Dalton,
Massachusetts
|
$22.2M
|
-$559K
|
-7,146
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$14.5M
|
+$625K
|
+7,991
|
+5%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$6.02M
|
+$5.16M
|
+66,022
|
New
|
|
|
6
|
Hancock Prospecting
West Perth,
Australia
|
$4.54M
|
–
|
–
|
–
|
|
|
7
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.39M
|
+$3.76M
|
+48,108
|
New
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$3.6M
|
+$333K
|
+4,252
|
+12%
|
|
|
9
|
Element Wealth
Ridgeland,
Mississippi
|
$3.25M
|
+$578K
|
+7,388
|
+26%
|
|
|
10
|
Q3 Asset Management
Birmingham,
Michigan
|
$2.62M
|
+$2.25M
|
+28,728
|
New
|
|
|
11
|
|
$2.55M
|
+$2.19M
|
+28,006
|
New
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$2.22M
|
+$1.82M
|
+23,301
|
+2,204%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.03M
|
+$11.8K
|
+151
|
+0.7%
|
|
|
14
|
Cary Street Partners
Richmond,
Virginia
|
$1.81M
|
+$30K
|
+383
|
+2%
|
|
|
15
|
Rhodes Investment Advisors
Fort Worth,
Texas
|
$1.73M
|
+$26.6K
|
+340
|
+2%
|
|
|
16
|
Valley Wealth Managers
Paramus,
New Jersey
|
$1.67M
|
+$1.43M
|
+18,312
|
New
|
|
|
17
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.53M
|
-$24.6K
|
-314
|
-2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
-$44.8K
|
-573
|
-4%
|
|
|
19
|
Matisse Capital
Portland,
Oregon
|
$1.22M
|
+$109K
|
+1,395
|
+12%
|
|
|
20
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.2M
|
-$469
|
-6
|
-0%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.1M
|
-$38.1K
|
-487
|
-4%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$1.03M
|
-$521K
|
-6,656
|
-37%
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
$955K
|
+$819K
|
+10,473
|
New
|
|
|
24
|
Clarus Group
Houston,
Texas
|
$933K
|
–
|
–
|
–
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$933K
|
+$800K
|
+10,227
|
New
|
|
