|
1
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$9.33M
|
–
|
–
|
–
|
|
|
2
|
|
$8.22M
|
+$1.72M
|
+117,784
|
+26%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.31M
|
-$360K
|
-24,694
|
-5%
|
|
|
4
|
|
$3.27M
|
-$14.3K
|
-981
|
-0.4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$2.21M
|
-$198K
|
-13,619
|
-8%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.2M
|
+$418K
|
+28,719
|
+23%
|
|
|
7
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.25M
|
+$68.4K
|
+4,696
|
+6%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
-$12.2K
|
-835
|
-1%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$1.08M
|
+$340K
|
+23,341
|
+45%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$839K
|
+$80K
|
+5,491
|
+10%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$836K
|
+$122K
|
+8,402
|
+17%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$685K
|
-$25.9K
|
-1,777
|
-4%
|
|
|
13
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$673K
|
–
|
–
|
–
|
|
|
14
|
|
$672K
|
–
|
–
|
–
|
|
|
15
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$610K
|
–
|
–
|
–
|
|
|
16
|
Western Wealth Management
Golden,
Colorado
|
$605K
|
+$18.9K
|
+1,300
|
+3%
|
|
|
17
|
Burney Company
Reston,
Virginia
|
$602K
|
-$96K
|
-6,587
|
-14%
|
|
|
18
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$557K
|
–
|
–
|
–
|
|
|
19
|
|
$525K
|
–
|
–
|
–
|
|
|
20
|
Wedbush Securities
Los Angeles,
California
|
$380K
|
+$13.3K
|
+911
|
+4%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$346K
|
-$25.3K
|
-1,738
|
-7%
|
|
|
22
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$336K
|
–
|
–
|
–
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$315K
|
+$8.74K
|
+600
|
+3%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$295K
|
+$262
|
+18
|
+0.1%
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
$289K
|
–
|
–
|
–
|
|
