|
1
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$11.8M
|
–
|
–
|
–
|
|
|
2
|
|
$10.7M
|
+$139K
|
+8,139
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.07M
|
+$1.36M
|
+79,902
|
+19%
|
|
|
4
|
|
$5.85M
|
+$196K
|
+11,486
|
+4%
|
|
|
5
|
|
$4.81M
|
+$1.12M
|
+65,917
|
+33%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$2.62M
|
+$30.4K
|
+1,786
|
+1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.38M
|
+$304K
|
+17,840
|
+31%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.34M
|
+$235K
|
+13,800
|
+23%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$1.24M
|
-$21.8K
|
-1,281
|
-2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.03M
|
+$12.4K
|
+726
|
+1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$916K
|
-$18.2K
|
-1,067
|
-2%
|
|
|
12
|
Golden Green
Seneca,
South Carolina
|
$869K
|
+$249K
|
+14,608
|
+44%
|
|
|
13
|
Burney Company
Reston,
Virginia
|
$854K
|
-$55.9K
|
-3,277
|
-7%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$818K
|
-$78.9K
|
-4,629
|
-9%
|
|
|
15
|
|
$810K
|
–
|
–
|
–
|
|
|
16
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$775K
|
+$708K
|
+41,533
|
New
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$753K
|
+$3.07K
|
+180
|
+0.4%
|
|
|
18
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$703K
|
–
|
–
|
–
|
|
|
19
|
Shaker Financial Services
Arlington,
Virginia
|
$698K
|
-$162K
|
-9,507
|
-20%
|
|
|
20
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$691K
|
+$647K
|
+37,952
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$636K
|
-$22.7K
|
-1,333
|
-4%
|
|
|
22
|
Western Wealth Management
Golden,
Colorado
|
$636K
|
+$54.4K
|
+3,191
|
+10%
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$592K
|
-$356K
|
-20,875
|
-39%
|
|
|
24
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$588K
|
-$51.1K
|
-3,000
|
-8%
|
|
|
25
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$556K
|
+$69K
|
+4,050
|
+15%
|
|
