|
1
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
-$1.45M
|
-48,937
|
-12%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.5M
|
+$430K
|
+14,495
|
+6%
|
|
|
3
|
|
$7.68M
|
-$169K
|
-5,681
|
-2%
|
|
|
4
|
Scotia Capital
Toronto,
Ontario, Canada
|
$5.2M
|
+$99.4K
|
+3,348
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.99M
|
-$1.67M
|
-56,105
|
-28%
|
|
|
6
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$4.67M
|
+$434K
|
+14,622
|
+12%
|
|
|
7
|
Blue Sky Capital Consultants Group
Poway,
California
|
$4.6M
|
+$94.7K
|
+3,189
|
+2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$3.38M
|
+$9.18K
|
+309
|
+0.3%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$2.92M
|
+$282K
|
+9,485
|
+13%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.44M
|
-$2.3M
|
-77,329
|
-52%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.35M
|
+$267K
|
+9,004
|
+15%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.27M
|
+$206K
|
+6,943
|
+12%
|
|
|
13
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.81M
|
-$445K
|
-15,000
|
-22%
|
|
|
14
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$1.8M
|
+$105K
|
+3,538
|
+7%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.66M
|
-$15.1K
|
-508
|
-1%
|
|
|
16
|
|
$1.64M
|
+$1.14M
|
+38,543
|
+410%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.45M
|
+$13.9K
|
+468
|
+1%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.39M
|
+$6.36K
|
+214
|
+0.5%
|
|
|
19
|
Stamos Capital Partners
Menlo Park,
California
|
$1.36M
|
+$102K
|
+3,434
|
+9%
|
|
|
20
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.21M
|
-$11.9K
|
-402
|
-1%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.12M
|
+$386
|
+13
|
+0%
|
|
|
22
|
|
$1.11M
|
-$23.4K
|
-787
|
-2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$899K
|
-$28.9K
|
-974
|
-4%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$639K
|
-$7.45K
|
-251
|
-1%
|
|
|
25
|
Moran Wealth Management
Naples,
Florida
|
$625K
|
+$256K
|
+8,627
|
+90%
|
|
