|
1
|
Wells Fargo
San Francisco,
California
|
$7.15M
|
+$388K
|
+34,820
|
+5%
|
|
|
2
|
Lazard Asset Management
New York
|
$4.5M
|
–
|
–
|
–
|
|
|
3
|
|
$3.29M
|
-$695K
|
-62,319
|
-15%
|
|
|
4
|
GAMCO Investors
Greenwich,
Connecticut
|
$3.11M
|
-$870
|
-78
|
-0%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.29M
|
-$710K
|
-63,659
|
-21%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.17M
|
-$100K
|
-8,993
|
-4%
|
|
|
7
|
Aviance Capital Partners
Naples,
Florida
|
$1.67M
|
+$59K
|
+5,296
|
+3%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.64M
|
+$10.1K
|
+905
|
+0.5%
|
|
|
9
|
Bennicas & Associates
Portola Valley,
California
|
$1.58M
|
-$11.1K
|
-1,000
|
-0.6%
|
|
|
10
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.24M
|
+$9.91K
|
+889
|
+0.7%
|
|
|
11
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$929K
|
-$80.9K
|
-7,256
|
-7%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$918K
|
+$869K
|
+77,919
|
+417%
|
|
|
13
|
Cornerstone Advisors
Asheville,
North Carolina
|
$795K
|
-$962K
|
-86,321
|
-51%
|
|
|
14
|
9258 Wealth Management
Blue Ash,
Ohio
|
$649K
|
-$20K
|
-1,793
|
-3%
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$623K
|
+$65.5K
|
+5,875
|
+10%
|
|
|
16
|
CSS LLC
Chicago,
Illinois
|
$613K
|
-$20.6K
|
-1,850
|
-3%
|
|
|
17
|
Eudaimonia Partners
Winchester,
Tennessee
|
$439K
|
+$48K
|
+4,303
|
+10%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$368K
|
+$6.93K
|
+622
|
+2%
|
|
|
19
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$361K
|
+$22.3K
|
+2,000
|
+6%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$329K
|
+$3.69K
|
+331
|
+1%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$304K
|
+$56
|
+5
|
+0%
|
|
|
22
|
Formidable Asset Management
Cincinnati,
Ohio
|
$289K
|
+$223
|
+20
|
+0.1%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$231K
|
-$104K
|
-9,350
|
-28%
|
|
|
24
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$227K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$176K
|
+$10.4K
|
+932
|
+5%
|
|
