|
1
|
UBS Group
Zurich,
Switzerland
|
$6.21M
|
-$846K
|
-59,885
|
-12%
|
|
|
2
|
|
$4.17M
|
-$178K
|
-12,593
|
-4%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$2.87M
|
+$513K
|
+36,326
|
+22%
|
|
|
4
|
Shaker Financial Services
Arlington,
Virginia
|
$2.83M
|
-$1.74M
|
-123,220
|
-38%
|
|
|
5
|
|
$2.75M
|
+$120K
|
+8,492
|
+5%
|
|
|
6
|
|
$2.66M
|
+$24.3K
|
+1,718
|
+0.9%
|
|
|
7
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$2.13M
|
-$299K
|
-21,196
|
-12%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.48M
|
+$5.28K
|
+374
|
+0.4%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$1.37M
|
+$679K
|
+48,098
|
+100%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$884K
|
-$860K
|
-60,916
|
-50%
|
|
|
11
|
First Trust Advisors
Wheaton,
Illinois
|
$766K
|
-$18K
|
-1,278
|
-2%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$479K
|
–
|
–
|
–
|
|
|
13
|
Karpus Investment Management
Pittsford,
New York
|
$362K
|
-$184K
|
-13,025
|
-34%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$304K
|
-$144K
|
-10,164
|
-32%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$297K
|
-$5.93K
|
-420
|
-2%
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$202K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$189K
|
-$10.7K
|
-756
|
-5%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$185K
|
+$182K
|
+12,910
|
New
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$169K
|
+$165K
|
+11,700
|
New
|
|
|
20
|
Prospera Financial Services
Dallas,
Texas
|
$161K
|
–
|
–
|
–
|
|
|
21
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$159K
|
-$151K
|
-10,691
|
-50%
|
|
|
22
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$110K
|
-$12.6K
|
-890
|
-10%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$79K
|
–
|
–
|
–
|
|
|
24
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$48K
|
-$50.1K
|
-3,549
|
-52%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$47K
|
+$46.2K
|
+3,272
|
New
|
|
