|
1
|
Wells Fargo
San Francisco,
California
|
$6.3M
|
+$1.11M
|
+51,131
|
+23%
|
|
|
2
|
|
$5.34M
|
-$240K
|
-11,100
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.26M
|
-$65.1K
|
-3,008
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.42M
|
+$444K
|
+20,530
|
+16%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.97M
|
-$143K
|
-6,609
|
-5%
|
|
|
6
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$2.65M
|
+$182K
|
+8,400
|
+8%
|
|
|
7
|
Eaton Vance Management
Boston,
Massachusetts
|
$2.6M
|
+$5.11K
|
+236
|
+0.2%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$2.06M
|
–
|
–
|
–
|
|
|
9
|
|
$1.98M
|
+$20K
|
+925
|
+1%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.33M
|
+$34.6K
|
+1,598
|
+3%
|
|
|
11
|
First Trust Advisors
Wheaton,
Illinois
|
$1.23M
|
+$76.5K
|
+3,537
|
+7%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$1.07M
|
+$260
|
+12
|
+0%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.01M
|
+$935K
|
+43,196
|
New
|
|
|
14
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$940K
|
-$55.7K
|
-2,575
|
-6%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$935K
|
+$4.76K
|
+220
|
+0.6%
|
|
|
16
|
Merit Financial Group
Alpharetta,
Georgia
|
$865K
|
+$2.27K
|
+105
|
+0.3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$842K
|
-$44.7K
|
-2,064
|
-5%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$738K
|
+$284K
|
+13,108
|
+67%
|
|
|
19
|
VanEck Associates
New York
|
$698K
|
-$28.8K
|
-1,330
|
-4%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$667K
|
+$1.02K
|
+47
|
+0.2%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$508K
|
-$28.7K
|
-1,326
|
-6%
|
|
|
22
|
Sargent Investment Group
Bethesda,
Maryland
|
$486K
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$431K
|
-$15.8K
|
-730
|
-4%
|
|
|
24
|
|
$349K
|
–
|
–
|
–
|
|
|
25
|
|
$332K
|
-$329K
|
-15,199
|
-52%
|
|
