|
1
|
UBS Group
Zurich,
Switzerland
|
$6.33M
|
-$119K
|
-8,012
|
-2%
|
|
|
2
|
|
$3.88M
|
-$444K
|
-29,866
|
-10%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$3.71M
|
+$734K
|
+49,361
|
+25%
|
|
|
4
|
|
$2.89M
|
+$134K
|
+9,021
|
+5%
|
|
|
5
|
|
$2.86M
|
–
|
–
|
–
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$2.28M
|
-$660K
|
-44,427
|
-22%
|
|
|
7
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$2.09M
|
-$118K
|
-7,918
|
-5%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$1.64M
|
+$217K
|
+14,602
|
+15%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.57M
|
+$36.8K
|
+2,475
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$929K
|
+$33.7K
|
+2,266
|
+4%
|
|
|
11
|
First Trust Advisors
Wheaton,
Illinois
|
$828K
|
+$33K
|
+2,222
|
+4%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$498K
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$327K
|
+$135K
|
+9,098
|
+70%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$309K
|
+$310K
|
+20,826
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$308K
|
–
|
–
|
–
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$250K
|
+$74.3K
|
+5,000
|
+43%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$231K
|
+$34.6K
|
+2,327
|
+18%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$209K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$207K
|
-$109K
|
-7,310
|
-34%
|
|
|
20
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$199K
|
+$36.2K
|
+2,437
|
+23%
|
|
|
21
|
Prospera Financial Services
Dallas,
Texas
|
$167K
|
–
|
–
|
–
|
|
|
22
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$114K
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$82K
|
–
|
–
|
–
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$61K
|
+$29.7K
|
+2,000
|
+94%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$49K
|
–
|
–
|
–
|
|
