|
1
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$11.6M
|
+$11.3M
|
+646,421
|
New
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$9.54M
|
-$239K
|
-13,658
|
-3%
|
|
|
3
|
|
$8.69M
|
-$68K
|
-3,892
|
-0.8%
|
|
|
4
|
|
$4.59M
|
+$330K
|
+18,901
|
+8%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$2.91M
|
+$355K
|
+20,336
|
+14%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.58M
|
+$22.4K
|
+1,280
|
+1%
|
|
|
7
|
|
$1.48M
|
-$1.01M
|
-58,000
|
-41%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.33M
|
+$377K
|
+21,549
|
+41%
|
|
|
9
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.21M
|
+$262K
|
+15,001
|
+29%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$995K
|
+$1.07K
|
+61
|
+0.1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$930K
|
+$14.3K
|
+817
|
+2%
|
|
|
12
|
Burney Company
Reston,
Virginia
|
$857K
|
+$32K
|
+1,833
|
+4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$831K
|
-$60.9K
|
-3,483
|
-7%
|
|
|
14
|
|
$789K
|
–
|
–
|
–
|
|
|
15
|
Western Wealth Management
Golden,
Colorado
|
$754K
|
+$733K
|
+41,960
|
New
|
|
|
16
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$694K
|
–
|
–
|
–
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$486K
|
-$5.08K
|
-291
|
-1%
|
|
|
18
|
Wedbush Securities
Los Angeles,
California
|
$431K
|
–
|
–
|
–
|
|
|
19
|
Castleview Partners
Dallas,
Texas
|
$395K
|
+$385K
|
+22,047
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$384K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$381K
|
+$4.28K
|
+245
|
+1%
|
|
|
22
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$372K
|
-$17.5K
|
-1,000
|
-4%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$358K
|
+$1.26K
|
+72
|
+0.4%
|
|
|
24
|
CreativeOne Wealth
Overland Park,
Kansas
|
$338K
|
-$613K
|
-35,087
|
-65%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$333K
|
-$52.1K
|
-2,980
|
-14%
|
|
