|
1
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$12.1M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$10.3M
|
-$350K
|
-18,257
|
-3%
|
|
|
3
|
|
$9.22M
|
-$1.14M
|
-59,455
|
-11%
|
|
|
4
|
|
$5.32M
|
+$104K
|
+5,402
|
+2%
|
|
|
5
|
|
$2.72M
|
-$1.77M
|
-92,477
|
-39%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$2.63M
|
-$73.5K
|
-3,832
|
-3%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.61M
|
+$86.5K
|
+4,515
|
+6%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.1M
|
+$81.8K
|
+4,267
|
+8%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.06M
|
-$113K
|
-5,921
|
-9%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$986K
|
-$58K
|
-3,024
|
-5%
|
|
|
11
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$953K
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$950K
|
-$28.9K
|
-1,509
|
-3%
|
|
|
13
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$873K
|
+$70.9K
|
+3,700
|
+9%
|
|
|
14
|
Burney Company
Reston,
Virginia
|
$860K
|
-$27.4K
|
-1,431
|
-3%
|
|
|
15
|
|
$818K
|
-$16.3K
|
-850
|
-2%
|
|
|
16
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$792K
|
+$192K
|
+10,000
|
+31%
|
|
|
17
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$724K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$655K
|
+$8.59K
|
+448
|
+1%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$523K
|
+$125K
|
+6,528
|
+30%
|
|
|
20
|
Wedbush Securities
Los Angeles,
California
|
$456K
|
+$30.7K
|
+1,600
|
+7%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$449K
|
-$249K
|
-12,976
|
-35%
|
|
|
22
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$437K
|
–
|
–
|
–
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$433K
|
-$171K
|
-8,936
|
-28%
|
|
|
24
|
NWAM LLC
Mercer Island,
Washington
|
$425K
|
+$218K
|
+11,356
|
+100%
|
|
|
25
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$409K
|
+$26.8K
|
+1,400
|
+7%
|
|
