|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$9.92M
|
+$259K
|
+15,400
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$5.57M
|
-$311K
|
-18,480
|
-5%
|
|
|
3
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$5.02M
|
+$1.92M
|
+114,219
|
+61%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$4.7M
|
+$517K
|
+30,745
|
+12%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$3.77M
|
+$125K
|
+7,418
|
+3%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.34M
|
+$1.18M
|
+70,128
|
+54%
|
|
|
7
|
|
$2.66M
|
+$498K
|
+29,614
|
+23%
|
|
|
8
|
AHL Investment Management
Winter Park,
Florida
|
$1.8M
|
+$167K
|
+9,963
|
+10%
|
|
|
9
|
VanEck Associates
New York
|
$1.58M
|
+$3.58K
|
+213
|
+0.2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.5M
|
+$19.2K
|
+1,143
|
+1%
|
|
|
11
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.49M
|
–
|
–
|
–
|
|
|
12
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$1.43M
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.35M
|
+$158K
|
+9,420
|
+13%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$952K
|
-$4.72K
|
-281
|
-0.5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$949K
|
+$177K
|
+10,559
|
+23%
|
|
|
16
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$538K
|
-$28.6K
|
-1,702
|
-5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$490K
|
+$90K
|
+5,354
|
+22%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$463K
|
-$82.3K
|
-4,901
|
-15%
|
|
|
19
|
Wolverine Asset Management
Chicago,
Illinois
|
$436K
|
+$262K
|
+15,579
|
+147%
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$436K
|
+$434K
|
+25,857
|
New
|
|
|
21
|
Formidable Asset Management
Cincinnati,
Ohio
|
$351K
|
+$355K
|
+21,100
|
New
|
|
|
22
|
Allspring Global Investments
Charlotte,
North Carolina
|
$337K
|
–
|
–
|
–
|
|
|
23
|
Concurrent Investment Advisors
Tampa,
Florida
|
$296K
|
+$7.66K
|
+456
|
+3%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$277K
|
+$279K
|
+16,630
|
New
|
|
|
25
|
Ackerman Capital Advisors
Dallas,
Texas
|
$275K
|
+$44K
|
+2,616
|
+19%
|
|
