|
1
|
|
$149M
|
+$7.66M
|
+412,934
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
+$1.12M
|
+60,185
|
+7%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$478K
|
+25,753
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$12.9M
|
+$414K
|
+22,291
|
+3%
|
|
|
5
|
|
$12.9M
|
-$1.33M
|
-71,613
|
-10%
|
|
|
6
|
|
$8.14M
|
–
|
–
|
–
|
|
|
7
|
MGO One Seven
Beachwood,
Ohio
|
$6.19M
|
+$488K
|
+26,289
|
+9%
|
|
|
8
|
Peak Planning Group
Centennial,
Colorado
|
$5.7M
|
+$932K
|
+50,228
|
+21%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.39M
|
+$367K
|
+19,805
|
+10%
|
|
|
10
|
Rothschild Investment LLC
Chicago,
Illinois
|
$3.89M
|
-$115K
|
-6,200
|
-3%
|
|
|
11
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.85M
|
-$218K
|
-11,769
|
-6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.88M
|
+$148K
|
+7,990
|
+6%
|
|
|
13
|
Rareview Capital
Las Vegas,
Nevada
|
$2.74M
|
-$273K
|
-14,707
|
-10%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.71M
|
-$601K
|
-32,374
|
-19%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.69M
|
-$195K
|
-10,513
|
-7%
|
|
|
16
|
IHT Wealth Management
Chicago,
Illinois
|
$2.58M
|
+$931K
|
+50,200
|
+61%
|
|
|
17
|
Allspring Global Investments
Charlotte,
North Carolina
|
$2.53M
|
-$1.24M
|
-66,677
|
-34%
|
|
|
18
|
Magnus Financial Group
New York
|
$2.51M
|
-$423K
|
-22,821
|
-15%
|
|
|
19
|
Shaker Financial Services
Arlington,
Virginia
|
$2.28M
|
+$399K
|
+21,500
|
+23%
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$2.19M
|
+$286K
|
+15,410
|
+16%
|
|
|
21
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$2.19M
|
-$330K
|
-17,793
|
-14%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.86M
|
-$92.3K
|
-4,977
|
-5%
|
|
|
23
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.77M
|
+$122K
|
+6,592
|
+8%
|
|
|
24
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.74M
|
–
|
–
|
–
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.55M
|
+$13.9K
|
+752
|
+1%
|
|
