|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.56M
|
+$380K
|
+30,903
|
+6%
|
|
|
2
|
|
$6.07M
|
-$229K
|
-18,578
|
-4%
|
|
|
3
|
|
$4.43M
|
-$558K
|
-45,401
|
-11%
|
|
|
4
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.83M
|
+$17.4K
|
+1,414
|
+1%
|
|
|
5
|
|
$1.71M
|
-$1.56M
|
-126,817
|
-48%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$1.5M
|
-$295K
|
-24,019
|
-17%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.26M
|
-$82.7K
|
-6,720
|
-6%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$989K
|
+$980K
|
+79,656
|
New
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$975K
|
-$98.4K
|
-8,001
|
-9%
|
|
|
10
|
Nuveen
Charlotte,
North Carolina
|
$886K
|
–
|
–
|
–
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$821K
|
+$35.2K
|
+2,858
|
+5%
|
|
|
12
|
MSI Financial Services
Springfield,
Massachusetts
|
$666K
|
–
|
–
|
–
|
|
|
13
|
VanEck Associates
New York
|
$608K
|
+$153K
|
+12,407
|
+34%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$484K
|
-$462K
|
-37,530
|
-49%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$475K
|
-$428K
|
-34,785
|
-48%
|
|
|
16
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$467K
|
–
|
–
|
–
|
|
|
17
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$369K
|
-$11.1K
|
-900
|
-3%
|
|
|
18
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$313K
|
-$309K
|
-25,100
|
-50%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$300K
|
+$298K
|
+24,222
|
New
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$278K
|
+$123K
|
+9,964
|
+80%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$245K
|
+$38K
|
+3,087
|
+18%
|
|
|
22
|
Raymond James Trust
St. Petersburg,
Florida
|
$234K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$213K
|
+$28.8K
|
+2,345
|
+16%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$197K
|
–
|
–
|
–
|
|
|
25
|
Oppenheimer & Co
New York
|
$173K
|
-$134K
|
-10,903
|
-44%
|
|
