|
1
|
Wells Fargo
San Francisco,
California
|
$9.71M
|
+$81.5K
|
+4,159
|
+0.9%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$8.81M
|
-$157K
|
-8,000
|
-2%
|
|
|
3
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$5.74M
|
+$1.6M
|
+81,824
|
+41%
|
|
|
4
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$785K
|
-$4.9K
|
-250
|
-0.6%
|
|
|
5
|
|
$294K
|
-$28.3K
|
-1,445
|
-9%
|
|
|
6
|
First Allied Advisory Services
San Diego,
California
|
$200K
|
+$191K
|
+9,769
|
New
|
|
|
7
|
Lazard Asset Management
New York
|
$174K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$173K
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$88K
|
-$59.5K
|
-3,035
|
-41%
|
|
|
10
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$73K
|
–
|
–
|
–
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$72K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$68K
|
+$21.4K
|
+1,094
|
+49%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$52K
|
+$137
|
+7
|
+0.3%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$50K
|
+$39.2K
|
+2,000
|
+500%
|
|
|
15
|
First Personal Financial Services
Charlotte,
North Carolina
|
$48K
|
–
|
–
|
–
|
|
|
16
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$32K
|
+$20
|
+1
|
+0.1%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$27K
|
–
|
–
|
–
|
|
|
18
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$25K
|
+$23.5K
|
+1,200
|
New
|
|
|
19
|
RBC Europe
London,
United Kingdom
|
$18.4K
|
+$17.6K
|
+900
|
New
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$12K
|
-$5.88K
|
-300
|
-33%
|
|
|
21
|
Howe & Rusling
Rochester,
New York
|
$10K
|
–
|
–
|
–
|
|
|
22
|
Watermark Asset Management
San Ramon,
California
|
$10K
|
–
|
–
|
–
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$3K
|
+$2.8K
|
+143
|
New
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
25
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$2K
|
–
|
–
|
–
|
|
