|
1
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$12.4M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$1.32M
|
+70,243
|
+14%
|
|
|
3
|
|
$10.6M
|
-$711K
|
-37,916
|
-6%
|
|
|
4
|
|
$5.35M
|
-$810K
|
-43,221
|
-13%
|
|
|
5
|
|
$4.57M
|
-$492K
|
-26,250
|
-10%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$2.77M
|
+$13.1K
|
+699
|
+0.5%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.56M
|
+$101K
|
+5,364
|
+7%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.2M
|
-$212K
|
-11,282
|
-15%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.07M
|
-$16.6K
|
-884
|
-2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.05M
|
+$82.7K
|
+4,411
|
+9%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1M
|
+$138K
|
+7,348
|
+16%
|
|
|
12
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$977K
|
+$242K
|
+12,918
|
+34%
|
|
|
13
|
Burney Company
Reston,
Virginia
|
$909K
|
+$7.97K
|
+425
|
+0.9%
|
|
|
14
|
|
$855K
|
–
|
–
|
–
|
|
|
15
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$825K
|
+$26.3K
|
+1,400
|
+3%
|
|
|
16
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$742K
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$710K
|
-$83.2K
|
-4,435
|
-11%
|
|
|
18
|
Western Wealth Management
Golden,
Colorado
|
$676K
|
-$431
|
-23
|
-0.1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$663K
|
-$8.38K
|
-447
|
-1%
|
|
|
20
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$620K
|
–
|
–
|
–
|
|
|
21
|
Guggenheim Capital
Chicago,
Illinois
|
$616K
|
-$9.53K
|
-508
|
-2%
|
|
|
22
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$445K
|
–
|
–
|
–
|
|
|
23
|
Wedbush Securities
Los Angeles,
California
|
$437K
|
+$11.3K
|
+600
|
+3%
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$426K
|
+$18.5K
|
+984
|
+5%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$424K
|
-$33.9K
|
-1,807
|
-8%
|
|
