|
1
|
|
$56.2M
|
+$2.43M
|
+186,129
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
+$386K
|
+29,541
|
+3%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$7.79M
|
+$473K
|
+36,169
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$7.64M
|
-$315K
|
-24,127
|
-4%
|
|
|
5
|
Bramshill Investments
Naples,
Florida
|
$6.97M
|
-$2.2M
|
-167,997
|
-24%
|
|
|
6
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$5.15M
|
+$304K
|
+23,256
|
+6%
|
|
|
7
|
|
$4.8M
|
+$496K
|
+37,983
|
+11%
|
|
|
8
|
|
$4.79M
|
–
|
–
|
–
|
|
|
9
|
Waterfront Wealth
Overland Park,
Kansas
|
$3.96M
|
+$273K
|
+20,898
|
+7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.43M
|
-$102K
|
-7,780
|
-3%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.87M
|
-$44.8K
|
-3,424
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.7M
|
-$46.7K
|
-3,575
|
-2%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.63M
|
-$89.4K
|
-6,839
|
-3%
|
|
|
14
|
Shaker Financial Services
Arlington,
Virginia
|
$1.94M
|
+$393K
|
+30,080
|
+25%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.83M
|
+$481K
|
+36,836
|
+35%
|
|
|
16
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.75M
|
+$732
|
+56
|
+0%
|
|
|
17
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.56M
|
-$5.01K
|
-383
|
-0.3%
|
|
|
18
|
Jefferies Financial Group
New York
|
$1.47M
|
+$282K
|
+21,549
|
+23%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.43M
|
+$750K
|
+57,417
|
+107%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.25M
|
-$71.5K
|
-5,467
|
-5%
|
|
|
21
|
FourThought Financial Partners
Venice,
Florida
|
$1.16M
|
-$1.12K
|
-86
|
-0.1%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
+$66.3K
|
+5,070
|
+7%
|
|
|
23
|
Peregrine Asset Advisers
Portland,
Oregon
|
$826K
|
+$838K
|
+64,147
|
New
|
|
|
24
|
Greytown Advisors
Miami,
Florida
|
$708K
|
–
|
–
|
–
|
|
|
25
|
Wealth Alliance
Mellville,
New York
|
$706K
|
+$47.3K
|
+3,620
|
+7%
|
|
