|
1
|
Needham Investment Management
New York
|
$7.44M
|
–
|
–
|
–
|
|
|
2
|
|
$7.16M
|
+$919K
|
+53,411
|
+14%
|
|
|
3
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5.61M
|
+$76.7K
|
+4,454
|
+1%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$5.39M
|
-$797K
|
-46,318
|
-12%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.65M
|
-$367K
|
-21,303
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.23M
|
-$216K
|
-12,553
|
-6%
|
|
|
7
|
Lazard Asset Management
New York
|
$3.06M
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.81M
|
-$216K
|
-12,524
|
-10%
|
|
|
9
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.6M
|
-$43.9K
|
-2,549
|
-3%
|
|
|
10
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.43M
|
+$285K
|
+16,554
|
+24%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.32M
|
+$229K
|
+13,324
|
+20%
|
|
|
12
|
|
$1.31M
|
-$242K
|
-14,054
|
-15%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$1.23M
|
+$17K
|
+988
|
+1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.21M
|
+$77.2K
|
+4,485
|
+7%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.14M
|
-$260K
|
-15,094
|
-18%
|
|
|
16
|
|
$1.09M
|
-$1.03M
|
-59,697
|
-47%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.06M
|
+$212K
|
+12,292
|
+24%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$922K
|
+$34.3K
|
+1,995
|
+4%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$783K
|
-$10.8K
|
-630
|
-1%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$662K
|
+$689K
|
+40,025
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$601K
|
-$24K
|
-1,394
|
-4%
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$566K
|
+$27.2K
|
+1,579
|
+5%
|
|
|
23
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$479K
|
+$1.08K
|
+63
|
+0.2%
|
|
|
24
|
Wolverine Asset Management
Chicago,
Illinois
|
$407K
|
+$424K
|
+24,628
|
New
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$400K
|
-$984K
|
-57,169
|
-70%
|
|
