|
1
|
|
$16.2M
|
-$466K
|
-22,470
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.94M
|
+$463K
|
+22,310
|
+7%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$4.53M
|
-$818K
|
-39,436
|
-16%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.29M
|
-$493K
|
-23,752
|
-10%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.54M
|
+$334K
|
+16,127
|
+15%
|
|
|
6
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.09M
|
+$2.09M
|
+100,773
|
New
|
|
|
7
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2M
|
-$10.5K
|
-505
|
-0.5%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.87M
|
+$768K
|
+37,035
|
+70%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.7M
|
+$68K
|
+3,280
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.64M
|
-$13.2K
|
-638
|
-0.8%
|
|
|
11
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.52M
|
-$114K
|
-5,481
|
-7%
|
|
|
12
|
|
$1.23M
|
+$79.9K
|
+3,851
|
+7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.07M
|
-$555K
|
-26,769
|
-34%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.02M
|
+$105K
|
+5,062
|
+12%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$998K
|
+$147K
|
+7,069
|
+19%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$945K
|
-$167K
|
-8,064
|
-15%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$883K
|
+$1.1K
|
+53
|
+0.1%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$815K
|
+$4.11K
|
+198
|
+0.5%
|
|
|
19
|
FourThought Financial Partners
Venice,
Florida
|
$746K
|
+$745K
|
+35,930
|
New
|
|
|
20
|
Woodline Partners
San Francisco,
California
|
$604K
|
+$603K
|
+29,072
|
New
|
|
|
21
|
Rockefeller Capital Management
New York
|
$575K
|
+$498
|
+24
|
+0.1%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$569K
|
-$105K
|
-5,075
|
-16%
|
|
|
23
|
Liberty Capital Management
Birmingham,
Michigan
|
$529K
|
–
|
–
|
–
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$519K
|
–
|
–
|
–
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$479K
|
+$19.7K
|
+950
|
+4%
|
|
