|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$9.51M
|
-$165K
|
-10,139
|
-2%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$5.58M
|
+$1.91M
|
+117,282
|
+52%
|
|
|
3
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$5.46M
|
+$573K
|
+35,153
|
+12%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$4.7M
|
+$119K
|
+7,320
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.92M
|
-$1.52M
|
-93,287
|
-28%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.7M
|
+$456K
|
+27,943
|
+14%
|
|
|
7
|
|
$1.92M
|
-$683K
|
-41,864
|
-26%
|
|
|
8
|
VanEck Associates
New York
|
$1.56M
|
+$16.9K
|
+1,038
|
+1%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.46M
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.41M
|
-$56.6K
|
-3,468
|
-4%
|
|
|
11
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$1.4M
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.31M
|
-$5.09K
|
-312
|
-0.4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$975K
|
+$46.7K
|
+2,864
|
+5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$954K
|
+$27.9K
|
+1,712
|
+3%
|
|
|
15
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$496K
|
-$28.4K
|
-1,741
|
-5%
|
|
|
16
|
Concurrent Investment Advisors
Tampa,
Florida
|
$431K
|
+$143K
|
+8,765
|
+49%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$425K
|
-$52.5K
|
-3,217
|
-11%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$376K
|
-$75.9K
|
-4,652
|
-17%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$368K
|
+$97.9K
|
+6,000
|
+36%
|
|
|
20
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$366K
|
+$159K
|
+9,766
|
+76%
|
|
|
21
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$355K
|
+$183K
|
+11,201
|
+105%
|
|
|
22
|
Formidable Asset Management
Cincinnati,
Ohio
|
$351K
|
–
|
–
|
–
|
|
|
23
|
Regal Investment Advisors
Kentwood,
Michigan
|
$349K
|
+$350K
|
+21,467
|
New
|
|
|
24
|
Allspring Global Investments
Charlotte,
North Carolina
|
$329K
|
–
|
–
|
–
|
|
|
25
|
AHL Investment Management
Winter Park,
Florida
|
$325K
|
-$1.44M
|
-88,176
|
-82%
|
|
