|
1
|
Wells Fargo
San Francisco,
California
|
$47.7M
|
-$1.78M
|
-144,609
|
-4%
|
|
|
2
|
|
$45.2M
|
-$2.93M
|
-237,492
|
-6%
|
|
|
3
|
Lazard Asset Management
New York
|
$35.5M
|
-$149K
|
-12,089
|
-0.4%
|
|
|
4
|
180 Wealth Advisors
Federal Way,
Washington
|
$13M
|
+$924K
|
+74,976
|
+7%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$9.58M
|
+$1.18M
|
+95,977
|
+14%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.52M
|
+$342K
|
+27,724
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$9.17M
|
+$496K
|
+40,233
|
+6%
|
|
|
8
|
|
$9.07M
|
-$1.79M
|
-145,252
|
-16%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$8.9M
|
-$260K
|
-21,067
|
-3%
|
|
|
10
|
Allspring Global Investments
Charlotte,
North Carolina
|
$7.97M
|
-$3.61M
|
-293,065
|
-31%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$6.24M
|
-$615K
|
-49,956
|
-9%
|
|
|
12
|
TTP Investments
San Jose,
California
|
$5.87M
|
+$6.01M
|
+487,460
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.54M
|
-$4.78K
|
-388
|
-0.1%
|
|
|
14
|
Intellectus Partners
San Francisco,
California
|
$3.9M
|
-$506K
|
-41,037
|
-11%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$3.73M
|
-$13.9K
|
-1,132
|
-0.4%
|
|
|
16
|
Oppenheimer & Co
New York
|
$3.43M
|
+$2.16M
|
+175,188
|
+160%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$2.76M
|
+$1.75M
|
+141,949
|
+162%
|
|
|
18
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.61M
|
+$2.67M
|
+216,752
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.57M
|
-$218K
|
-17,708
|
-8%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.52M
|
-$559K
|
-45,350
|
-18%
|
|
|
21
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.47M
|
+$2.53M
|
+205,083
|
New
|
|
|
22
|
Canal Insurance Company
Greenville,
South Carolina
|
$2.46M
|
–
|
–
|
–
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$1.73M
|
+$1.63M
|
+132,168
|
+1,149%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$1.56M
|
+$47.2K
|
+3,829
|
+3%
|
|
|
25
|
44 Wealth Management
Eugene,
Oregon
|
$1.45M
|
-$24.8K
|
-2,013
|
-2%
|
|
