|
1
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
-$493K
|
-21,683
|
-3%
|
|
|
2
|
|
$6.88M
|
+$482K
|
+21,231
|
+8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.53M
|
-$297K
|
-13,069
|
-5%
|
|
|
4
|
Mackay Shields LLC
New York
|
$4.68M
|
+$622K
|
+27,386
|
+16%
|
|
|
5
|
|
$3.94M
|
-$1.44M
|
-63,563
|
-27%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.66M
|
-$348K
|
-15,306
|
-12%
|
|
|
7
|
First Foundation Advisors
Irvine,
California
|
$1.62M
|
+$25.3K
|
+1,114
|
+2%
|
|
|
8
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$1.4M
|
+$5.5K
|
+242
|
+0.4%
|
|
|
9
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.39M
|
-$864K
|
-38,049
|
-39%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$1.3M
|
+$333K
|
+14,656
|
+35%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.29M
|
+$339K
|
+14,906
|
+36%
|
|
|
12
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.2M
|
+$1.19M
|
+52,180
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.13M
|
-$1.09M
|
-47,888
|
-50%
|
|
|
14
|
VanEck Associates
New York
|
$864K
|
+$121K
|
+5,339
|
+17%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$825K
|
-$79.6K
|
-3,503
|
-9%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$655K
|
-$6.63K
|
-292
|
-1%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$651K
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$586K
|
-$20.9K
|
-921
|
-3%
|
|
|
19
|
|
$340K
|
-$47.3K
|
-2,084
|
-12%
|
|
|
20
|
Curi RMB Capital
Chicago,
Illinois
|
$329K
|
+$324K
|
+14,282
|
New
|
|
|
21
|
VSR Financial Services
Overland Park,
Kansas
|
$316K
|
-$36K
|
-1,583
|
-10%
|
|
|
22
|
Segment Wealth Management
Houston,
Texas
|
$314K
|
–
|
–
|
–
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$298K
|
+$9.09K
|
+400
|
+3%
|
|
|
24
|
Coldstream Capital Management
Bellevue,
Washington
|
$253K
|
-$37.5K
|
-1,649
|
-13%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$237K
|
+$234K
|
+10,300
|
New
|
|
