|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.25M
|
+$120K
|
+5,990
|
+2%
|
|
|
2
|
|
$4.79M
|
+$308K
|
+15,307
|
+7%
|
|
|
3
|
Virtu KCG Holdings
New York
|
$3.87M
|
+$747K
|
+37,131
|
+23%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$3.5M
|
+$2.18M
|
+108,643
|
+159%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.98M
|
+$151K
|
+7,491
|
+5%
|
|
|
6
|
IMA Advisory Services
Denver,
Colorado
|
$2.55M
|
+$30.3K
|
+1,505
|
+1%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$1.73M
|
+$1.76M
|
+87,634
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.1M
|
+$194K
|
+9,640
|
+21%
|
|
|
9
|
|
$1.05M
|
+$182K
|
+9,069
|
+21%
|
|
|
10
|
Linscomb Wealth
Houston,
Texas
|
$656K
|
+$60
|
+3
|
+0%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$562K
|
+$41.3K
|
+2,053
|
+8%
|
|
|
12
|
FCG Advisors
Chatham,
New Jersey
|
$446K
|
+$1.13K
|
+56
|
+0.2%
|
|
|
13
|
Howe & Rusling
Rochester,
New York
|
$330K
|
-$5.33K
|
-265
|
-2%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$326K
|
-$8.57M
|
-426,075
|
-96%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$305K
|
-$61K
|
-3,033
|
-16%
|
|
|
16
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$278K
|
+$282K
|
+14,039
|
New
|
|
|
17
|
Gupta Wealth Management
San Diego,
California
|
$257K
|
-$580K
|
-28,865
|
-69%
|
|
|
18
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$251K
|
+$254K
|
+12,624
|
New
|
|
|
19
|
HHG & Company
Darien,
Connecticut
|
$208K
|
–
|
–
|
–
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$191K
|
-$8.39M
|
-417,110
|
-98%
|
|
|
21
|
Trust Company
Manhattan,
Kansas
|
$71.4K
|
-$9.65K
|
-480
|
-12%
|
|
|
22
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$50K
|
+$50.4K
|
+2,505
|
New
|
|
|
23
|
American International Group
New York
|
$31K
|
+$31.6K
|
+1,570
|
New
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$15K
|
+$14.8K
|
+735
|
New
|
|
|
25
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$7K
|
–
|
–
|
–
|
|
