|
1
|
Wells Fargo
San Francisco,
California
|
$7.21M
|
+$615K
|
+27,382
|
+10%
|
|
|
2
|
|
$5.63M
|
+$511K
|
+22,742
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.54M
|
-$555K
|
-24,709
|
-14%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.52M
|
+$244K
|
+10,864
|
+8%
|
|
|
5
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$3.06M
|
+$222K
|
+9,900
|
+8%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.98M
|
-$22.2K
|
-990
|
-0.8%
|
|
|
7
|
Eaton Vance Management
Boston,
Massachusetts
|
$2.57M
|
+$48.4K
|
+2,156
|
+2%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$2.16M
|
+$407K
|
+18,101
|
+24%
|
|
|
9
|
|
$1.97M
|
–
|
–
|
–
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.61M
|
+$232K
|
+10,314
|
+17%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.24M
|
+$384K
|
+17,114
|
+47%
|
|
|
12
|
First Trust Advisors
Wheaton,
Illinois
|
$926K
|
-$332K
|
-14,770
|
-27%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$924K
|
–
|
–
|
–
|
|
|
14
|
Merit Financial Group
Alpharetta,
Georgia
|
$869K
|
+$2.34K
|
+104
|
+0.3%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$829K
|
-$339K
|
-15,072
|
-30%
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$821K
|
+$14K
|
+625
|
+2%
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$809K
|
-$222K
|
-9,872
|
-22%
|
|
|
18
|
VanEck Associates
New York
|
$808K
|
+$194K
|
+8,617
|
+33%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$707K
|
+$1.01K
|
+45
|
+0.1%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$497K
|
+$11.9K
|
+528
|
+3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$470K
|
+$124K
|
+5,521
|
+38%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$461K
|
+$1.24K
|
+55
|
+0.3%
|
|
|
23
|
|
$347K
|
–
|
–
|
–
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$327K
|
–
|
–
|
–
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$325K
|
–
|
–
|
–
|
|
