|
1
|
|
$12.8M
|
+$717K
|
+79,341
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2.04M
|
+$115K
|
+12,770
|
+6%
|
|
|
3
|
Steward Partners Investment Advisory
New York
|
$1.96M
|
+$433K
|
+47,937
|
+30%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.29M
|
+$45.2K
|
+5,000
|
+4%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.1M
|
+$95.7K
|
+10,589
|
+10%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$706K
|
+$248K
|
+27,398
|
+57%
|
|
|
7
|
Bank of New York Mellon
New York
|
$290K
|
–
|
–
|
–
|
|
|
8
|
Shaker Financial Services
Arlington,
Virginia
|
$279K
|
-$2.2M
|
-243,379
|
-89%
|
|
|
9
|
|
$160K
|
-$4.3K
|
-476
|
-3%
|
|
|
10
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$121K
|
+$117K
|
+12,994
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$114K
|
+$18.4K
|
+2,037
|
+20%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$59K
|
+$18.1K
|
+2,000
|
+47%
|
|
|
13
|
Cypress Wealth Services
Palm Desert,
California
|
–
|
-$265K
|
-30,031
|
Closed
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$96K
|
-10,871
|
Closed
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
–
|
-$12K
|
-1,374
|
Closed
|
|
