|
1
|
|
$13.5M
|
-$4.96M
|
-365,920
|
-27%
|
|
|
2
|
SteelPeak Wealth
Woodland Hills,
California
|
$9.1M
|
+$2.24M
|
+165,394
|
+34%
|
|
|
3
|
|
$8.39M
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.11M
|
+$500K
|
+36,845
|
+7%
|
|
|
5
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.03M
|
-$2.88M
|
-212,609
|
-27%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$6.89M
|
+$562K
|
+41,410
|
+9%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.34M
|
+$244K
|
+18,025
|
+4%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.01M
|
-$159K
|
-11,725
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.5M
|
+$273K
|
+20,168
|
+5%
|
|
|
10
|
|
$5.22M
|
-$708K
|
-52,179
|
-12%
|
|
|
11
|
Penserra Capital Management
Orinda,
California
|
$5.01M
|
+$4.87M
|
+359,217
|
New
|
|
|
12
|
Advisors Asset Management
Monument,
Colorado
|
$3.75M
|
-$1.03M
|
-76,096
|
-22%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$3.03M
|
-$397K
|
-29,265
|
-12%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.97M
|
-$271K
|
-20,000
|
-9%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.51M
|
-$33.6K
|
-2,475
|
-1%
|
|
|
16
|
Shaker Financial Services
Arlington,
Virginia
|
$2.5M
|
-$394K
|
-29,023
|
-14%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.46M
|
+$194K
|
+14,274
|
+9%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.44M
|
+$45.3K
|
+3,337
|
+2%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$2.41M
|
+$216K
|
+15,914
|
+10%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$2.4M
|
-$154K
|
-11,328
|
-6%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.14M
|
+$272K
|
+20,082
|
+15%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.86M
|
+$81.7K
|
+6,023
|
+5%
|
|
|
23
|
Brown Advisory
Baltimore,
Maryland
|
$1.59M
|
–
|
–
|
–
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$1.42M
|
-$35.4K
|
-2,611
|
-2%
|
|
|
25
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.3M
|
+$2.94K
|
+217
|
+0.2%
|
|
