|
1
|
|
$10M
|
+$289K
|
+27,857
|
+3%
|
|
|
2
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$9.71M
|
-$81.8K
|
-7,890
|
-0.8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$7.6M
|
-$247K
|
-23,850
|
-3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.13M
|
+$102K
|
+9,866
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.64M
|
-$64.6K
|
-6,230
|
-2%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$2.54M
|
+$804K
|
+77,547
|
+47%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.27M
|
+$13.3K
|
+1,285
|
+0.6%
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.01M
|
-$193K
|
-18,665
|
-9%
|
|
|
9
|
First Trust Advisors
Wheaton,
Illinois
|
$1.02M
|
+$27.5K
|
+2,650
|
+3%
|
|
|
10
|
E&G Advisors
Houston,
Texas
|
$687K
|
-$682K
|
-65,800
|
Closed
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$572K
|
+$8.25K
|
+796
|
+1%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$519K
|
-$237K
|
-22,848
|
-31%
|
|
|
13
|
|
$497K
|
+$187K
|
+18,043
|
+61%
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$358K
|
+$6.22K
|
+600
|
+2%
|
|
|
15
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$323K
|
+$108K
|
+10,423
|
+51%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$305K
|
-$21.6K
|
-2,083
|
-7%
|
|
|
17
|
Royal Fund Management
Lady Lake,
Florida
|
$249K
|
+$1.77K
|
+171
|
+0.7%
|
|
|
18
|
Cypress Wealth Services
Palm Desert,
California
|
$209K
|
–
|
–
|
–
|
|
|
19
|
Shaker Financial Services
Arlington,
Virginia
|
$161K
|
+$160K
|
+15,400
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$124K
|
–
|
–
|
–
|
|
|
21
|
|
$116K
|
+$115K
|
+11,083
|
New
|
|
|
22
|
SignatureFD
Atlanta,
Georgia
|
$80K
|
+$79.5K
|
+7,676
|
New
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$73K
|
–
|
–
|
–
|
|
|
24
|
Rockefeller Capital Management
New York
|
$52K
|
–
|
–
|
–
|
|
|
25
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$52K
|
+$684
|
+66
|
+1%
|
|
