|
1
|
|
$13.3M
|
+$320K
|
+25,105
|
+2%
|
|
|
2
|
Penserra Capital Management
Orinda,
California
|
$9.74M
|
+$431K
|
+33,804
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.98M
|
+$601K
|
+47,068
|
+22%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.36M
|
-$181K
|
-14,150
|
-7%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$2M
|
+$39.9K
|
+3,127
|
+2%
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$1.98M
|
-$78.7K
|
-6,163
|
-3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
+$73.7K
|
+5,777
|
+6%
|
|
|
8
|
J.W. Cole Advisors
Tampa,
Florida
|
$918K
|
+$243K
|
+19,042
|
+32%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$878K
|
+$455K
|
+35,615
|
+89%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$790K
|
-$203K
|
-15,919
|
-19%
|
|
|
11
|
Samalin Investment Counsel
Chappaqua,
New York
|
$789K
|
+$85.1K
|
+6,664
|
+11%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$775K
|
+$157K
|
+12,304
|
+23%
|
|
|
13
|
Oppenheimer & Co
New York
|
$633K
|
+$16K
|
+1,252
|
+2%
|
|
|
14
|
OneAscent Financial Services
Birmingham,
Alabama
|
$620K
|
+$49K
|
+3,843
|
+8%
|
|
|
15
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$568K
|
+$626K
|
+49,053
|
New
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$568K
|
+$626K
|
+49,013
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$504K
|
-$86.6K
|
-6,785
|
-13%
|
|
|
18
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$499K
|
+$550K
|
+43,074
|
New
|
|
|
19
|
IHT Wealth Management
Chicago,
Illinois
|
$458K
|
-$305K
|
-23,916
|
-38%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$433K
|
-$31.2K
|
-2,444
|
-6%
|
|
|
21
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$431K
|
+$475K
|
+37,249
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$384K
|
+$4.52K
|
+354
|
+1%
|
|
|
23
|
SeaCrest Wealth Management
Purchase,
New York
|
$281K
|
+$332
|
+26
|
+0.1%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$251K
|
+$587
|
+46
|
+0.2%
|
|
|
25
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$219K
|
–
|
–
|
–
|
|
