|
1
|
Wells Fargo
San Francisco,
California
|
$49.3M
|
+$270K
|
+29,513
|
+0.5%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$23.9M
|
+$3M
|
+327,731
|
+14%
|
|
|
3
|
Lazard Asset Management
New York
|
$20.4M
|
-$203K
|
-22,182
|
-1%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
$18.1M
|
+$5.31M
|
+580,230
|
+40%
|
|
|
5
|
|
$16M
|
-$318K
|
-34,790
|
-2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$12.5M
|
+$1.16M
|
+126,374
|
+10%
|
|
|
7
|
|
$11.2M
|
+$924K
|
+100,971
|
+9%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.4M
|
-$14.8K
|
-1,616
|
-0.1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.44M
|
+$165K
|
+17,985
|
+2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.43M
|
+$650K
|
+71,036
|
+11%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5.23M
|
+$503K
|
+54,930
|
+10%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.8M
|
-$512K
|
-55,980
|
-9%
|
|
|
13
|
1607 Capital Partners
Richmond,
Virginia
|
$4.54M
|
-$2.99M
|
-326,507
|
-39%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$4.19M
|
+$2.1M
|
+229,242
|
+96%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$3.49M
|
+$246K
|
+26,851
|
+7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.31M
|
+$282K
|
+30,798
|
+9%
|
|
|
17
|
44 Wealth Management
Eugene,
Oregon
|
$2.73M
|
-$60.4K
|
-6,600
|
-2%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$2.3M
|
-$660K
|
-72,103
|
-22%
|
|
|
19
|
Prospera Financial Services
Dallas,
Texas
|
$1.96M
|
+$147K
|
+16,035
|
+8%
|
|
|
20
|
Canal Insurance Company
Greenville,
South Carolina
|
$1.8M
|
–
|
–
|
–
|
|
|
21
|
|
$1.74M
|
+$1.79M
|
+195,197
|
New
|
|
|
22
|
Rockefeller Capital Management
New York
|
$1.7M
|
-$604K
|
-66,010
|
-26%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.61M
|
-$435K
|
-47,508
|
-22%
|
|
|
24
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$1.46M
|
+$105K
|
+11,441
|
+8%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1.24M
|
-$123K
|
-13,433
|
-9%
|
|
