|
1
|
UBS Group
Zurich,
Switzerland
|
$15M
|
-$795K
|
-36,926
|
-5%
|
|
|
2
|
|
$3.42M
|
-$146K
|
-6,783
|
-4%
|
|
|
3
|
Cetera Advisor Networks
El Segundo,
California
|
$3.2M
|
+$198K
|
+9,185
|
+7%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.63M
|
+$514K
|
+23,873
|
+24%
|
|
|
5
|
|
$2.38M
|
-$94K
|
-4,367
|
-4%
|
|
|
6
|
|
$2.24M
|
+$82.3K
|
+3,822
|
+4%
|
|
|
7
|
|
$1.6M
|
-$250K
|
-11,629
|
-13%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.34M
|
+$202K
|
+9,397
|
+18%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$1.29M
|
-$97.5K
|
-4,529
|
-7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.04M
|
-$97.2K
|
-4,515
|
-9%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$623K
|
+$25K
|
+1,163
|
+4%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$560K
|
-$9.79K
|
-455
|
-2%
|
|
|
13
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$309K
|
+$355K
|
+16,492
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$282K
|
+$47.4K
|
+2,200
|
+20%
|
|
|
15
|
|
$212K
|
-$254K
|
-11,817
|
-54%
|
|
|
16
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$206K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$158K
|
+$31.9K
|
+1,484
|
+25%
|
|
|
18
|
Wolverine Asset Management
Chicago,
Illinois
|
$107K
|
+$108K
|
+5,020
|
New
|
|
|
19
|
Rockefeller Capital Management
New York
|
$81K
|
–
|
–
|
–
|
|
|
20
|
Valeo Financial Advisors
Carmel,
Indiana
|
$15K
|
–
|
–
|
–
|
|
|
21
|
Founders Capital Management (Texas)
Houston,
Texas
|
$11K
|
-$10.8K
|
-500
|
-50%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$5K
|
–
|
–
|
–
|
|
|
23
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1K
|
-$646
|
-30
|
-29%
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$393K
|
-17,594
|
Closed
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$227K
|
-10,173
|
Closed
|
|
