|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.2M
|
+$3.43M
|
+80,287
|
+11%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$31.8M
|
-$3.54M
|
-83,000
|
-10%
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$28.1M
|
–
|
–
|
–
|
|
|
4
|
Summit Equities
Parsippany,
New Jersey
|
$18M
|
-$464K
|
-10,879
|
-3%
|
|
|
5
|
Polianta Ltd
St Helier,
Jersey
|
$14.3M
|
+$12M
|
+281,800
|
+539%
|
|
|
6
|
Alpha Capital Management
Austin,
Texas
|
$10.9M
|
+$172K
|
+4,026
|
+2%
|
|
|
7
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$5.88M
|
-$422K
|
-9,890
|
-7%
|
|
|
8
|
|
$5.76M
|
+$682K
|
+15,985
|
+13%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.55M
|
+$4.54M
|
+106,396
|
New
|
|
|
10
|
Krilogy Financial
St. Louis,
Missouri
|
$4.3M
|
+$4.29M
|
+100,471
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.59M
|
+$1.36M
|
+31,982
|
+62%
|
|
|
12
|
GM Advisory Group
Melville,
New York
|
$2.59M
|
-$148K
|
-3,480
|
-5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$2.42M
|
+$726K
|
+17,007
|
+43%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.38M
|
+$516K
|
+12,098
|
+28%
|
|
|
15
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.31M
|
-$180K
|
-4,226
|
-7%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.25M
|
-$1.95M
|
-45,755
|
-46%
|
|
|
17
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.06M
|
+$48.2K
|
+1,130
|
+2%
|
|
|
18
|
|
$1.85M
|
+$347K
|
+8,135
|
+23%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.58M
|
+$582K
|
+13,651
|
+59%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.52M
|
-$128
|
-3
|
-0%
|
|
|
21
|
|
$1.05M
|
+$113K
|
+2,659
|
+12%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$900K
|
+$412K
|
+9,663
|
+85%
|
|
|
23
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$794K
|
-$27.9K
|
-655
|
-3%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$749K
|
–
|
–
|
–
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$600K
|
+$598K
|
+14,007
|
New
|
|
