|
1
|
Liberty Street Advisors
New York
|
$1.58M
|
+$597K
|
+47,072
|
+62%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.11M
|
+$289K
|
+22,781
|
+36%
|
|
|
3
|
Capital Investment Advisors
Atlanta,
Georgia
|
$769K
|
–
|
–
|
–
|
|
|
4
|
|
$651K
|
-$52.2K
|
-4,114
|
-8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$605K
|
-$99.9K
|
-7,878
|
-14%
|
|
|
6
|
Nuveen
Charlotte,
North Carolina
|
$521K
|
–
|
–
|
–
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$507K
|
+$10.6K
|
+833
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$449K
|
-$241K
|
-18,977
|
-35%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$446K
|
-$41.9K
|
-3,305
|
-9%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$410K
|
+$17.7K
|
+1,399
|
+5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$287K
|
-$6.43K
|
-507
|
-2%
|
|
|
12
|
First Allied Advisory Services
San Diego,
California
|
$219K
|
+$216K
|
+17,010
|
New
|
|
|
13
|
VSR Financial Services
Overland Park,
Kansas
|
$197K
|
+$114
|
+9
|
+0.1%
|
|
|
14
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$195K
|
+$193K
|
+15,201
|
New
|
|
|
15
|
Laurion Capital Management
New York
|
$167K
|
+$165K
|
+12,999
|
New
|
|
|
16
|
King Wealth Management Group
Naples,
Florida
|
$155K
|
+$153K
|
+12,091
|
New
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$154K
|
–
|
–
|
–
|
|
|
18
|
VanEck Associates
New York
|
$134K
|
-$84.3K
|
-6,649
|
-39%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$134K
|
+$1.4K
|
+110
|
+1%
|
|
|
20
|
Patten Group
Chattanooga,
Tennessee
|
$109K
|
–
|
–
|
–
|
|
|
21
|
Evercore Wealth Management
New York
|
$98K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$93K
|
+$647
|
+51
|
+0.7%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$82K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82K
|
+$15.1K
|
+1,188
|
+23%
|
|
|
25
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$80K
|
+$79.2K
|
+6,250
|
New
|
|
