|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
+$1.15M
|
+52,319
|
+7%
|
|
|
2
|
|
$3.26M
|
-$155K
|
-7,088
|
-5%
|
|
|
3
|
|
$2.92M
|
-$1.79M
|
-81,724
|
-38%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.77M
|
-$1.33M
|
-60,869
|
-32%
|
|
|
5
|
First Foundation Advisors
Irvine,
California
|
$1.52M
|
–
|
–
|
–
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$1.19M
|
-$119K
|
-5,444
|
-9%
|
|
|
7
|
Ancora Advisors
Cleveland,
Ohio
|
$1.14M
|
-$264K
|
-12,032
|
-19%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.04M
|
-$27.4K
|
-1,250
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.03M
|
+$41.4K
|
+1,889
|
+4%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$956K
|
+$139K
|
+6,328
|
+17%
|
|
|
11
|
First Trust Advisors
Wheaton,
Illinois
|
$918K
|
+$90.2K
|
+4,117
|
+11%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$877K
|
+$22.4K
|
+1,023
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$806K
|
-$215K
|
-9,800
|
-21%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$707K
|
-$497K
|
-22,679
|
-41%
|
|
|
15
|
VanEck Associates
New York
|
$626K
|
+$70.2K
|
+3,203
|
+13%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$618K
|
–
|
–
|
–
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$365K
|
+$65.4K
|
+2,983
|
+22%
|
|
|
18
|
|
$342K
|
+$3.99K
|
+182
|
+1%
|
|
|
19
|
Coldstream Capital Management
Bellevue,
Washington
|
$242K
|
+$263
|
+12
|
+0.1%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$233K
|
+$7.05K
|
+322
|
+3%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$231K
|
-$48.7K
|
-2,221
|
-17%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$206K
|
+$206K
|
+9,400
|
New
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$161K
|
+$161K
|
+7,370
|
New
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$101K
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$83K
|
–
|
–
|
–
|
|
