|
1
|
|
$5.03M
|
+$555K
|
+25,969
|
+12%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4.59M
|
+$76.5K
|
+3,579
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.9M
|
-$681K
|
-31,850
|
-15%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.81M
|
+$134K
|
+6,283
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.64M
|
+$314K
|
+14,695
|
+13%
|
|
|
6
|
Eaton Vance Management
Boston,
Massachusetts
|
$2.33M
|
-$325K
|
-15,189
|
-12%
|
|
|
7
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$2.2M
|
+$150K
|
+7,000
|
+7%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$1.85M
|
+$1M
|
+46,850
|
+114%
|
|
|
9
|
|
$1.76M
|
-$197K
|
-9,235
|
-10%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.16M
|
-$225K
|
-10,530
|
-16%
|
|
|
11
|
First Trust Advisors
Wheaton,
Illinois
|
$1.03M
|
+$59.9K
|
+2,800
|
+6%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$966K
|
+$257
|
+12
|
+0%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$899K
|
-$77K
|
-3,600
|
-8%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$836K
|
+$182K
|
+8,530
|
+27%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$798K
|
+$81.5K
|
+3,814
|
+11%
|
|
|
16
|
Merit Financial Group
Alpharetta,
Georgia
|
$775K
|
-$61.9K
|
-2,893
|
-7%
|
|
|
17
|
VanEck Associates
New York
|
$655K
|
-$25.1K
|
-1,175
|
-4%
|
|
|
18
|
|
$618K
|
-$255K
|
-11,940
|
-29%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$598K
|
+$73.2K
|
+3,424
|
+14%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$485K
|
-$17.3K
|
-809
|
-3%
|
|
|
21
|
Sargent Investment Group
Bethesda,
Maryland
|
$437K
|
–
|
–
|
–
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$413K
|
+$419K
|
+19,607
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$403K
|
-$85.5K
|
-3,998
|
-17%
|
|
|
24
|
|
$313K
|
+$2.42K
|
+113
|
+0.8%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$296K
|
–
|
–
|
–
|
|
