|
1
|
|
$53.8M
|
+$379K
|
+29,427
|
+0.7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
+$1.6M
|
+123,732
|
+16%
|
|
|
3
|
Bramshill Investments
Naples,
Florida
|
$9.13M
|
-$32.9K
|
-2,554
|
-0.4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$7.96M
|
-$90.8K
|
-7,044
|
-1%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$7.33M
|
+$543K
|
+42,113
|
+8%
|
|
|
6
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$4.85M
|
+$425K
|
+32,996
|
+10%
|
|
|
7
|
|
$4.79M
|
–
|
–
|
–
|
|
|
8
|
|
$4.31M
|
-$466K
|
-36,162
|
-10%
|
|
|
9
|
Waterfront Wealth
Overland Park,
Kansas
|
$3.87M
|
+$94.8K
|
+7,356
|
+3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.53M
|
+$498K
|
+38,650
|
+16%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.92M
|
-$59.4K
|
-4,604
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.75M
|
-$76.4K
|
-5,925
|
-3%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.72M
|
-$82.1K
|
-6,365
|
-3%
|
|
|
14
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.75M
|
+$145K
|
+11,256
|
+9%
|
|
|
15
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.56M
|
–
|
–
|
–
|
|
|
16
|
Shaker Financial Services
Arlington,
Virginia
|
$1.55M
|
+$1.56M
|
+120,680
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.35M
|
-$25.5K
|
-1,980
|
-2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.33M
|
+$70.3K
|
+5,453
|
+6%
|
|
|
19
|
Jefferies Financial Group
New York
|
$1.2M
|
+$350K
|
+27,177
|
+41%
|
|
|
20
|
FourThought Financial Partners
Venice,
Florida
|
$1.16M
|
-$51.8K
|
-4,019
|
-4%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.09M
|
+$5.57K
|
+432
|
+0.5%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$992K
|
+$121K
|
+9,348
|
+14%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$773K
|
+$12.6K
|
+974
|
+2%
|
|
|
24
|
Greytown Advisors
Miami,
Florida
|
$708K
|
–
|
–
|
–
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$698K
|
-$88.8K
|
-6,886
|
-11%
|
|
