|
1
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
+$1.17M
|
+53,234
|
+9%
|
|
|
2
|
|
$6.19M
|
+$87.4K
|
+3,995
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.64M
|
-$200K
|
-9,152
|
-3%
|
|
|
4
|
|
$5.24M
|
-$209K
|
-9,555
|
-4%
|
|
|
5
|
Mackay Shields LLC
New York
|
$3.92M
|
+$3.85M
|
+175,913
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.92M
|
-$685K
|
-31,303
|
-19%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.19M
|
-$754K
|
-34,454
|
-26%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.18M
|
+$133K
|
+6,062
|
+7%
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$1.54M
|
+$149K
|
+6,812
|
+11%
|
|
|
10
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$1.35M
|
+$3.72K
|
+170
|
+0.3%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$939K
|
+$179K
|
+8,170
|
+24%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$916K
|
+$179K
|
+8,170
|
+25%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$877K
|
+$69.4K
|
+3,171
|
+9%
|
|
|
14
|
VanEck Associates
New York
|
$718K
|
+$289K
|
+13,189
|
+69%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$641K
|
+$21.3K
|
+971
|
+3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$628K
|
+$21.9K
|
+1,000
|
+4%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$588K
|
-$72.7K
|
-3,321
|
-11%
|
|
|
18
|
|
$533K
|
-$628K
|
-28,688
|
-55%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$405K
|
-$154K
|
-7,057
|
-28%
|
|
|
20
|
|
$375K
|
-$390K
|
-17,805
|
-51%
|
|
|
21
|
LVW Advisors
Pittsford,
New York
|
$364K
|
–
|
–
|
–
|
|
|
22
|
VSR Financial Services
Overland Park,
Kansas
|
$342K
|
-$48.6K
|
-2,222
|
-13%
|
|
|
23
|
Segment Wealth Management
Houston,
Texas
|
$304K
|
–
|
–
|
–
|
|
|
24
|
Coldstream Capital Management
Bellevue,
Washington
|
$282K
|
+$219
|
+10
|
+0.1%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$280K
|
+$45.9K
|
+2,097
|
+20%
|
|
