|
1
|
Wells Fargo
San Francisco,
California
|
$8.24M
|
-$1.54M
|
-91,731
|
-16%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$7.71M
|
+$25.4K
|
+1,519
|
+0.3%
|
|
|
3
|
Matisse Capital
Portland,
Oregon
|
$2.15M
|
+$1.37M
|
+82,014
|
+202%
|
|
|
4
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$676K
|
-$50.2K
|
-3,000
|
-7%
|
|
|
5
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$498K
|
+$476K
|
+28,425
|
New
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$255K
|
+$243K
|
+14,539
|
New
|
|
|
7
|
|
$230K
|
-$41.3K
|
-2,468
|
-16%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$151K
|
+$853
|
+51
|
+0.6%
|
|
|
9
|
Lazard Asset Management
New York
|
$149K
|
+$143K
|
+8,534
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$148K
|
-$1.67K
|
-100
|
-1%
|
|
|
11
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$62K
|
+$25.1K
|
+1,500
|
+73%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$61K
|
–
|
–
|
–
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$45K
|
+$485
|
+29
|
+1%
|
|
|
14
|
First Personal Financial Services
Charlotte,
North Carolina
|
$41K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$39K
|
-$27.3K
|
-1,629
|
-42%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$37K
|
+$9.54K
|
+570
|
+37%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$23K
|
–
|
–
|
–
|
|
|
18
|
Harfst & Associates
Sheridan,
Wyoming
|
$21K
|
+$20.1K
|
+1,200
|
New
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
20
|
Howe & Rusling
Rochester,
New York
|
$9K
|
–
|
–
|
–
|
|
|
21
|
Watermark Asset Management
San Ramon,
California
|
$9K
|
+$8.37K
|
+500
|
New
|
|
|
22
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$8K
|
+$268
|
+16
|
+4%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
25
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1K
|
–
|
–
|
–
|
|
