|
1
|
|
$27.3M
|
-$281K
|
-5,324
|
-1%
|
|
|
2
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$14.9M
|
+$554K
|
+10,487
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
+$2.39M
|
+45,230
|
+28%
|
|
|
4
|
Steele Capital Management
Dubuque,
Iowa
|
$11.6M
|
+$10.3M
|
+195,420
|
New
|
|
|
5
|
Matrix Trust Company
Denver,
Colorado
|
$11.5M
|
+$58.8K
|
+1,113
|
+0.6%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.77M
|
-$175K
|
-3,304
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.92M
|
-$1.17M
|
-22,102
|
-16%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.63M
|
-$1.19M
|
-22,579
|
-17%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.76M
|
-$176K
|
-3,336
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.61M
|
+$284K
|
+5,377
|
+6%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.39M
|
+$414K
|
+7,827
|
+9%
|
|
|
12
|
Merriman Wealth Management
Seattle,
Washington
|
$4.87M
|
-$851K
|
-16,091
|
-16%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$4.2M
|
+$198K
|
+3,752
|
+6%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.26M
|
+$2.91M
|
+55,005
|
New
|
|
|
15
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$3.05M
|
-$226K
|
-4,271
|
-8%
|
|
|
16
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.02M
|
+$3.12K
|
+59
|
+0.1%
|
|
|
17
|
Viewpoint Capital Management
Seattle,
Washington
|
$2.73M
|
–
|
–
|
–
|
|
|
18
|
|
$2.57M
|
–
|
–
|
–
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$2.23M
|
+$905K
|
+17,112
|
+83%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.1M
|
+$564K
|
+10,666
|
+43%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$2.06M
|
+$150K
|
+2,828
|
+9%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.05M
|
+$85.4K
|
+1,615
|
+5%
|
|
|
23
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$1.87M
|
+$12.4K
|
+235
|
+0.8%
|
|
|
24
|
Hyperion Capital Advisors
New York
|
$1.62M
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.45M
|
+$396K
|
+7,487
|
+44%
|
|
