|
1
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$10.2M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$8.12M
|
-$274K
|
-16,433
|
-3%
|
|
|
3
|
|
$7.08M
|
-$583K
|
-35,056
|
-7%
|
|
|
4
|
|
$3.4M
|
-$673K
|
-40,445
|
-16%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$2.57M
|
+$17.3K
|
+1,038
|
+0.6%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2M
|
+$886K
|
+53,234
|
+72%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.36M
|
-$30.8K
|
-1,853
|
-2%
|
|
|
8
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.29M
|
+$243K
|
+14,628
|
+22%
|
|
|
9
|
|
$1.11M
|
-$203K
|
-12,176
|
-15%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$816K
|
-$1.35K
|
-81
|
-0.2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$767K
|
-$112K
|
-6,749
|
-12%
|
|
|
12
|
Burney Company
Reston,
Virginia
|
$753K
|
–
|
–
|
–
|
|
|
13
|
|
$734K
|
+$43.4K
|
+2,610
|
+6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$709K
|
-$21.1K
|
-1,268
|
-3%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$674K
|
+$448K
|
+26,914
|
+169%
|
|
|
16
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$667K
|
+$704K
|
+42,300
|
New
|
|
|
17
|
Western Wealth Management
Golden,
Colorado
|
$664K
|
–
|
–
|
–
|
|
|
18
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$609K
|
–
|
–
|
–
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$424K
|
+$150
|
+9
|
+0%
|
|
|
20
|
Wedbush Securities
Los Angeles,
California
|
$409K
|
+$32.2K
|
+1,932
|
+8%
|
|
|
21
|
CreativeOne Wealth
Overland Park,
Kansas
|
$385K
|
+$92.8K
|
+5,575
|
+30%
|
|
|
22
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$348K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$334K
|
-$100
|
-6
|
-0%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$313K
|
+$89.9K
|
+5,400
|
+37%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$311K
|
-$3.13K
|
-188
|
-0.9%
|
|
