|
1
|
UBS Group
Zurich,
Switzerland
|
$36.6M
|
+$6.69M
|
+316,747
|
+22%
|
|
|
2
|
Marcum Wealth
Cleveland,
Ohio
|
$16.9M
|
+$1.12M
|
+52,799
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$16.7M
|
+$516K
|
+24,421
|
+3%
|
|
|
4
|
|
$6.34M
|
+$182K
|
+8,633
|
+3%
|
|
|
5
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$5.03M
|
+$1.93M
|
+91,124
|
+62%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.57M
|
-$550K
|
-26,011
|
-13%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.55M
|
-$380K
|
-17,998
|
-10%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$2.56M
|
-$80.5K
|
-3,811
|
-3%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.68M
|
-$101K
|
-4,787
|
-6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.59M
|
-$602K
|
-28,491
|
-27%
|
|
|
11
|
QP Wealth Management
Eatontown,
New Jersey
|
$1.28M
|
+$109K
|
+5,170
|
+9%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$1.08M
|
-$131K
|
-6,182
|
-11%
|
|
|
13
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.07M
|
+$1.07M
|
+50,762
|
New
|
|
|
14
|
Rockefeller Capital Management
New York
|
$954K
|
+$21.6K
|
+1,022
|
+2%
|
|
|
15
|
Flow Traders U.S.
New York
|
$940K
|
+$940K
|
+44,464
|
New
|
|
|
16
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$872K
|
+$276K
|
+13,057
|
+46%
|
|
|
17
|
Cross Staff Investments
Pittsford,
New York
|
$824K
|
–
|
–
|
–
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$735K
|
+$2.2K
|
+104
|
+0.3%
|
|
|
19
|
SimpliFi Inc
San Diego,
California
|
$670K
|
+$267K
|
+12,611
|
+66%
|
|
|
20
|
OneAscent Financial Services
Birmingham,
Alabama
|
$647K
|
+$158K
|
+7,491
|
+32%
|
|
|
21
|
Park Avenue Securities
New York
|
$629K
|
+$164K
|
+7,773
|
+35%
|
|
|
22
|
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
$612K
|
-$8.92K
|
-422
|
-1%
|
|
|
23
|
Tidal Investments
Milwaukee,
Wisconsin
|
$526K
|
-$359
|
-17
|
-0.1%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$504K
|
+$45.1K
|
+2,135
|
+10%
|
|
|
25
|
Madrona Financial Services
Everett,
Washington
|
$399K
|
-$2.28K
|
-108
|
-0.6%
|
|
