|
1
|
|
$141M
|
+$417K
|
+9,498
|
+0.3%
|
|
|
2
|
|
$54.5M
|
-$10.6M
|
-242,068
|
-16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$50.6M
|
-$1.33M
|
-30,359
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$43.3M
|
+$744K
|
+16,953
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$19.1M
|
+$394K
|
+8,981
|
+2%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$19M
|
+$51.5K
|
+1,172
|
+0.3%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$17.7M
|
+$384K
|
+8,751
|
+2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.5M
|
-$528K
|
-12,026
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$12M
|
-$8.47M
|
-192,993
|
-41%
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11.8M
|
+$965K
|
+21,984
|
+9%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.7M
|
+$3.76M
|
+85,650
|
+47%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$10.6M
|
+$10.6M
|
+242,166
|
New
|
|
|
13
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$9.81M
|
+$3.85M
|
+87,633
|
+64%
|
|
|
14
|
Private Portfolio Partners
Paramus,
New Jersey
|
$8.45M
|
+$134K
|
+3,052
|
+2%
|
|
|
15
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$7.86M
|
-$285K
|
-6,495
|
-3%
|
|
|
16
|
Condor Capital Management
Martinsville,
New Jersey
|
$7.36M
|
+$199K
|
+4,537
|
+3%
|
|
|
17
|
Valley Wealth Managers
Paramus,
New Jersey
|
$7.22M
|
-$809K
|
-18,426
|
-10%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.07M
|
+$7.1M
|
+161,710
|
New
|
|
|
19
|
Conning Inc
Hartford,
Connecticut
|
$6.3M
|
–
|
–
|
–
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$4.77M
|
+$54.8K
|
+1,247
|
+1%
|
|
|
21
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.57M
|
+$183K
|
+4,173
|
+4%
|
|
|
22
|
|
$4.55M
|
+$88.8K
|
+2,023
|
+2%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$4.5M
|
+$581K
|
+13,230
|
+15%
|
|
|
24
|
Sharper & Granite
El Segundo,
California
|
$4.31M
|
-$770K
|
-17,535
|
-15%
|
|
|
25
|
|
$3.72M
|
-$5.01M
|
-114,207
|
-57%
|
|
