|
1
|
Wells Fargo
San Francisco,
California
|
$2.99M
|
+$173K
|
+12,472
|
+6%
|
|
|
2
|
Mackay Shields LLC
New York
|
$2.87M
|
+$1.45M
|
+104,342
|
+97%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$2.71M
|
+$168K
|
+12,102
|
+6%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$1.59M
|
-$1.56M
|
-112,232
|
-49%
|
|
|
5
|
Leo Brokerage
Hurst,
Texas
|
$1.54M
|
+$1.58M
|
+113,898
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.29M
|
+$428K
|
+30,771
|
+48%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.13M
|
+$23.2K
|
+1,668
|
+2%
|
|
|
8
|
|
$1.11M
|
-$10.2K
|
-737
|
-0.9%
|
|
|
9
|
Focused Wealth Management
Newburgh,
New York
|
$782K
|
+$5.77K
|
+415
|
+0.7%
|
|
|
10
|
|
$642K
|
+$9.73K
|
+700
|
+2%
|
|
|
11
|
Claybrook Capital
Wellesley,
Massachusetts
|
$571K
|
–
|
–
|
–
|
|
|
12
|
|
$558K
|
-$4.61K
|
-332
|
-0.8%
|
|
|
13
|
Allianz Asset Management
Munich,
Germany
|
$553K
|
–
|
–
|
–
|
|
|
14
|
Edgewood Management
Greenwich,
Connecticut
|
$475K
|
–
|
–
|
–
|
|
|
15
|
|
$326K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$298K
|
-$25K
|
-1,802
|
-8%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$284K
|
+$23.3K
|
+1,675
|
+9%
|
|
|
18
|
Platform Technology Partners
New York
|
$242K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$224K
|
-$6.95K
|
-500
|
-3%
|
|
|
20
|
RMR Wealth Builders
Montclair,
New Jersey
|
$218K
|
+$224K
|
+16,090
|
New
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$211K
|
+$14.6K
|
+1,051
|
+7%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$203K
|
–
|
–
|
–
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$62K
|
–
|
–
|
–
|
|
|
24
|
Rockbridge Investment Management
Syracuse,
New York
|
$60K
|
–
|
–
|
–
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54K
|
+$55K
|
+3,958
|
New
|
|
