|
1
|
UBS Group
Zurich,
Switzerland
|
$24.1M
|
-$1.27M
|
-35,046
|
-5%
|
|
|
2
|
|
$16.1M
|
-$3.74M
|
-102,763
|
-19%
|
|
|
3
|
Curi RMB Capital
Chicago,
Illinois
|
$14M
|
+$13.6M
|
+374,312
|
New
|
|
|
4
|
Endurance Services Ltd
Purchase,
New York
|
$13.3M
|
–
|
–
|
–
|
|
|
5
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$12.3M
|
+$11.9M
|
+327,021
|
New
|
|
|
6
|
Selective Wealth Management
Forest,
Virginia
|
$11.6M
|
-$408K
|
-11,229
|
-3%
|
|
|
7
|
Summit Trail Advisors
New York
|
$9.6M
|
+$1.81M
|
+49,719
|
+24%
|
|
|
8
|
|
$8.06M
|
+$302K
|
+8,319
|
+4%
|
|
|
9
|
|
$7.73M
|
-$2.65M
|
-72,945
|
-26%
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$6.53M
|
-$288K
|
-7,909
|
-4%
|
|
|
11
|
Yarbrough Capital
Franklin,
Tennessee
|
$6.21M
|
-$361K
|
-9,941
|
-6%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$5.66M
|
+$5.49M
|
+150,946
|
New
|
|
|
13
|
IEQ Capital
Foster City,
California
|
$5.44M
|
+$1.41M
|
+38,910
|
+37%
|
|
|
14
|
Bremer Bank National Association
St Paul,
Minnesota
|
$4.84M
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.32M
|
-$303K
|
-8,341
|
-7%
|
|
|
16
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$3.49M
|
+$1.97M
|
+54,198
|
+139%
|
|
|
17
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$3.48M
|
+$3.38M
|
+92,880
|
New
|
|
|
18
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$2.54M
|
-$55.2K
|
-1,518
|
-2%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$2.38M
|
+$109K
|
+2,987
|
+5%
|
|
|
20
|
EPIQ Capital Group
San Francisco,
California
|
$2.23M
|
+$15.4K
|
+424
|
+0.7%
|
|
|
21
|
Two Sigma Investments
New York
|
$1.89M
|
+$1.84M
|
+50,486
|
New
|
|
|
22
|
Schonfeld Strategic Advisors
New York
|
$1.45M
|
+$1.4M
|
+38,600
|
New
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$1.37M
|
+$169K
|
+4,647
|
+15%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.33M
|
-$285K
|
-7,831
|
-18%
|
|
|
25
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.31M
|
+$114K
|
+3,127
|
+10%
|
|
