|
1
|
|
$15.6M
|
+$536K
|
+34,341
|
+4%
|
|
|
2
|
Lazard Asset Management
New York
|
$12.6M
|
-$13M
|
-832,051
|
-52%
|
|
|
3
|
|
$3.98M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.02M
|
+$198K
|
+12,702
|
+8%
|
|
|
5
|
Atria Wealth Solutions
New York
|
$2.68M
|
+$733K
|
+46,939
|
+41%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.16M
|
-$96.6K
|
-6,184
|
-5%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.04M
|
+$20.5K
|
+1,310
|
+1%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.76M
|
+$185K
|
+11,848
|
+13%
|
|
|
9
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.48M
|
+$26.9K
|
+1,724
|
+2%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$921K
|
-$1.94K
|
-124
|
-0.2%
|
|
|
11
|
CIBC World Market
Toronto,
Ontario, Canada
|
$891K
|
-$190K
|
-12,168
|
-18%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$763K
|
+$17.4K
|
+1,112
|
+2%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$738K
|
+$2.12K
|
+136
|
+0.3%
|
|
|
14
|
Csenge Advisory Group
Clearwater,
Florida
|
$731K
|
+$53.8K
|
+3,445
|
+8%
|
|
|
15
|
Colony Group
Boston,
Massachusetts
|
$569K
|
-$5.86K
|
-375
|
-1%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$434K
|
-$18.3K
|
-1,173
|
-4%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$369K
|
+$343K
|
+21,964
|
+9,346%
|
|
|
18
|
Koshinski Asset Management
Decatur,
Illinois
|
$323K
|
+$304K
|
+19,477
|
New
|
|
|
19
|
Schnieders Capital Management
Pasadena,
California
|
$313K
|
+$19.5K
|
+1,250
|
+7%
|
|
|
20
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$295K
|
+$277K
|
+17,760
|
New
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$291K
|
+$11.7K
|
+751
|
+4%
|
|
|
22
|
Oppenheimer & Co
New York
|
$288K
|
+$20.2K
|
+1,296
|
+8%
|
|
|
23
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$252K
|
+$54.7K
|
+3,500
|
+30%
|
|
|
24
|
Hudson Portfolio Management
Garrison,
New York
|
$233K
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
$227K
|
+$21.6K
|
+1,385
|
+11%
|
|
