|
1
|
Needham Investment Management
New York
|
$6.4M
|
–
|
–
|
–
|
|
|
2
|
|
$5.67M
|
-$521K
|
-34,516
|
-8%
|
|
|
3
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4.92M
|
+$98.4K
|
+6,514
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.17M
|
+$185K
|
+12,222
|
+4%
|
|
|
5
|
Advisors Asset Management
Monument,
Colorado
|
$3.73M
|
-$957K
|
-63,344
|
-19%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.76M
|
-$16.2K
|
-1,074
|
-0.6%
|
|
|
7
|
Lazard Asset Management
New York
|
$2.64M
|
–
|
–
|
–
|
|
|
8
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.18M
|
+$1.94M
|
+128,553
|
+522%
|
|
|
9
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.38M
|
+$150K
|
+9,907
|
+12%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.36M
|
+$341K
|
+22,566
|
+31%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.17M
|
-$408K
|
-27,029
|
-25%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.06M
|
+$2.93K
|
+194
|
+0.3%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.04M
|
-$96.4K
|
-6,379
|
-8%
|
|
|
14
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$978K
|
-$420K
|
-27,789
|
-29%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$951K
|
-$32.7K
|
-2,164
|
-3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$868K
|
-$42.9K
|
-2,838
|
-4%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$838K
|
+$174K
|
+11,527
|
+24%
|
|
|
18
|
Shaker Financial Services
Arlington,
Virginia
|
$809K
|
+$613K
|
+40,583
|
+249%
|
|
|
19
|
|
$790K
|
-$162K
|
-10,702
|
-16%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$668K
|
-$137K
|
-9,090
|
-16%
|
|
|
21
|
|
$632K
|
-$521K
|
-34,526
|
-44%
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$612K
|
+$492K
|
+32,549
|
+312%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$596K
|
+$28.2K
|
+1,865
|
+5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$536K
|
+$20.4K
|
+1,353
|
+4%
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$514K
|
+$29K
|
+1,921
|
+6%
|
|
