|
1
|
Mackay Shields LLC
New York
|
$43.9M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$41.3M
|
+$1.34M
|
+53,412
|
+3%
|
|
|
3
|
|
$36.9M
|
+$409K
|
+16,305
|
+1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$36.8M
|
-$1.23M
|
-49,190
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$33.1M
|
-$75.8K
|
-3,022
|
-0.2%
|
|
|
6
|
Rockefeller Capital Management
New York
|
$12.5M
|
+$140K
|
+5,595
|
+1%
|
|
|
7
|
WealthBridge Capital Management
Westerville,
Ohio
|
$10.4M
|
+$274K
|
+10,923
|
+3%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$8.93M
|
+$108K
|
+4,294
|
+1%
|
|
|
9
|
Narwhal Capital Management
Marietta,
Georgia
|
$8.48M
|
+$1.03M
|
+41,089
|
+14%
|
|
|
10
|
VanEck Associates
New York
|
$7.35M
|
-$135K
|
-5,393
|
-2%
|
|
|
11
|
Veritable
Wilmington,
Delaware
|
$5.98M
|
+$1.28M
|
+51,117
|
+28%
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$5.02M
|
-$125K
|
-5,000
|
-2%
|
|
|
13
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$4.56M
|
+$92.2K
|
+3,677
|
+2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.56M
|
-$83.8K
|
-3,342
|
-2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.19M
|
-$111K
|
-4,428
|
-3%
|
|
|
16
|
|
$3.03M
|
-$131K
|
-5,239
|
-4%
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$2.95M
|
-$251K
|
-10,021
|
-8%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.74M
|
-$131K
|
-5,224
|
-5%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.49M
|
-$341K
|
-13,591
|
-12%
|
|
|
20
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$2.26M
|
–
|
–
|
–
|
|
|
21
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$2.23M
|
+$270K
|
+10,776
|
+14%
|
|
|
22
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$2.17M
|
-$5.46M
|
-217,657
|
-72%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$2.12M
|
-$60.7K
|
-2,421
|
-3%
|
|
|
24
|
LexAurum Advisors
Overland Park,
Kansas
|
$2.12M
|
+$191K
|
+7,604
|
+10%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$2.12M
|
+$1.58K
|
+63
|
+0.1%
|
|
