|
1
|
|
$104M
|
-$6.52M
|
-217,273
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$81.9M
|
-$35.6M
|
-1,186,368
|
-30%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$36.7M
|
-$7.29M
|
-242,844
|
-16%
|
|
|
4
|
Marotta Asset Management
Charlottesville,
Virginia
|
$28.4M
|
-$178K
|
-5,940
|
-0.7%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$25.8M
|
+$2.52M
|
+84,064
|
+11%
|
|
|
6
|
Penserra Capital Management
Orinda,
California
|
$25.6M
|
+$13.3M
|
+442,078
|
+104%
|
|
|
7
|
Prism Advisors
Studio City,
California
|
$23.4M
|
+$529K
|
+17,632
|
+2%
|
|
|
8
|
Flaharty Asset Management
Clearwater,
Florida
|
$23M
|
+$8.66M
|
+288,564
|
+59%
|
|
|
9
|
MA Private Wealth
San Carlos,
California
|
$20.9M
|
-$2.04M
|
-68,072
|
-9%
|
|
|
10
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$19M
|
+$2.18M
|
+72,696
|
+13%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.8M
|
+$402K
|
+13,379
|
+2%
|
|
|
12
|
ALPS Advisors
Denver,
Colorado
|
$18M
|
+$10.2K
|
+340
|
+0.1%
|
|
|
13
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$16.5M
|
+$12.2M
|
+406,325
|
+265%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$16.4M
|
+$14.7M
|
+488,819
|
+726%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.2M
|
-$2.77M
|
-92,375
|
-14%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$15M
|
-$2M
|
-66,719
|
-12%
|
|
|
17
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$14.8M
|
-$6.65M
|
-221,540
|
-31%
|
|
|
18
|
|
$14.3M
|
+$5.27M
|
+175,723
|
+57%
|
|
|
19
|
|
$13.9M
|
-$293K
|
-9,751
|
-2%
|
|
|
20
|
Syon Capital
San Francisco,
California
|
$12.2M
|
+$178K
|
+5,932
|
+1%
|
|
|
21
|
Planning Alternatives
Birmingham,
Michigan
|
$9.63M
|
+$1.19M
|
+39,496
|
+14%
|
|
|
22
|
First Foundation Advisors
Irvine,
California
|
$9.27M
|
-$3.96M
|
-131,970
|
-30%
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$8.94M
|
-$145K
|
-4,822
|
-2%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.84M
|
+$7.12M
|
+237,077
|
+382%
|
|
|
25
|
KWB Wealth
Redlands,
California
|
$8.07M
|
+$1.24M
|
+41,383
|
+18%
|
|
