|
1
|
Needham Investment Management
New York
|
$6.15M
|
–
|
–
|
–
|
|
|
2
|
|
$5.56M
|
+$133K
|
+8,914
|
+2%
|
|
|
3
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4.86M
|
+$149K
|
+9,986
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.62M
|
+$675K
|
+45,194
|
+15%
|
|
|
5
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.94M
|
+$928K
|
+62,091
|
+41%
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$2.9M
|
-$749K
|
-50,149
|
-19%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.69M
|
+$42.4K
|
+2,834
|
+1%
|
|
|
8
|
Lazard Asset Management
New York
|
$2.53M
|
–
|
–
|
–
|
|
|
9
|
Cornerstone Advisors
Asheville,
North Carolina
|
$2.44M
|
+$2.47M
|
+164,990
|
+1,222%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.32M
|
+$2.36M
|
+157,719
|
+1,320%
|
|
|
11
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.41M
|
+$125K
|
+8,341
|
+9%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1.35M
|
+$45.6K
|
+3,051
|
+3%
|
|
|
13
|
Stephens Inc
Little Rock,
Arkansas
|
$1.25M
|
+$720K
|
+48,168
|
+112%
|
|
|
14
|
1607 Capital Partners
Richmond,
Virginia
|
$1.16M
|
+$1.27M
|
+84,901
|
New
|
|
|
15
|
|
$1.14M
|
+$413K
|
+27,636
|
+50%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1.01M
|
-$9.27K
|
-620
|
-0.8%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$949K
|
-$57.1K
|
-3,822
|
-5%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$917K
|
+$3.99K
|
+267
|
+0.4%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$898K
|
+$103K
|
+6,907
|
+12%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$874K
|
-$273K
|
-18,300
|
-22%
|
|
|
21
|
Shaker Financial Services
Arlington,
Virginia
|
$845K
|
+$74.7K
|
+5,000
|
+9%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$815K
|
-$19.9K
|
-1,330
|
-2%
|
|
|
23
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$801K
|
-$151K
|
-10,085
|
-15%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$758K
|
+$133K
|
+8,872
|
+19%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$692K
|
+$131K
|
+8,776
|
+21%
|
|
