|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$9.9M
|
-$3.6M
|
-188,498
|
-27%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.85M
|
-$6.13M
|
-321,366
|
-62%
|
|
|
3
|
Davenport & Co
Richmond,
Virginia
|
$864K
|
+$732K
|
+38,349
|
+615%
|
|
|
4
|
Shaker Financial Services
Arlington,
Virginia
|
$599K
|
-$91.6K
|
-4,800
|
-13%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$428K
|
+$120K
|
+6,266
|
+40%
|
|
|
6
|
|
$411K
|
+$103K
|
+5,422
|
+34%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$290K
|
+$285K
|
+14,948
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$269K
|
+$55.8K
|
+2,926
|
+27%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$251K
|
-$5.28K
|
-277
|
-2%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$123K
|
-$553
|
-29
|
-0.5%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$95K
|
-$1.41K
|
-74
|
-1%
|
|
|
12
|
Avidian Wealth Enterprises
Houston,
Texas
|
$90K
|
+$89K
|
+4,667
|
New
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$81K
|
+$79.7K
|
+4,179
|
New
|
|
|
14
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$76K
|
+$8.6K
|
+451
|
+13%
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$69K
|
+$67.8K
|
+3,555
|
New
|
|
|
16
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$40K
|
-$3.26K
|
-171
|
-8%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$37K
|
+$859
|
+45
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$15K
|
-$56.4K
|
-2,955
|
-79%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$12K
|
+$210
|
+11
|
+2%
|
|
|
20
|
|
$6K
|
-$1.87K
|
-98
|
-25%
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$19
|
+1
|
+3%
|
|
|
23
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$9K
|
-562
|
Closed
|
|
|
24
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
–
|
-$1K
|
-73
|
Closed
|
|
