|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.12M
|
+$1.28M
|
+101,756
|
+19%
|
|
|
2
|
|
$4.85M
|
+$250K
|
+19,799
|
+6%
|
|
|
3
|
|
$4.62M
|
-$1.65M
|
-130,961
|
-27%
|
|
|
4
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$3.12M
|
+$2.9M
|
+229,987
|
+1,730%
|
|
|
5
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.93M
|
+$26.9K
|
+2,131
|
+1%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.35M
|
+$333K
|
+26,378
|
+33%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.11M
|
-$193K
|
-15,290
|
-15%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.02M
|
-$2.54K
|
-201
|
-0.3%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$927K
|
+$73.5K
|
+5,828
|
+9%
|
|
|
10
|
VanEck Associates
New York
|
$756K
|
+$123K
|
+9,745
|
+20%
|
|
|
11
|
Nuveen
Charlotte,
North Carolina
|
$745K
|
-$172K
|
-13,600
|
-19%
|
|
|
12
|
MSI Financial Services
Springfield,
Massachusetts
|
$691K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$504K
|
+$2.23K
|
+177
|
+0.5%
|
|
|
14
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$485K
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$351K
|
+$61.2K
|
+4,850
|
+22%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$298K
|
-$12.4K
|
-986
|
-4%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$277K
|
+$55.3K
|
+4,381
|
+25%
|
|
|
18
|
Raymond James Trust
St. Petersburg,
Florida
|
$274K
|
+$31.2K
|
+2,471
|
+13%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$264K
|
+$12.7K
|
+1,006
|
+5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$248K
|
-$236K
|
-18,704
|
-49%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$205K
|
–
|
–
|
–
|
|
|
22
|
Concert Wealth Management
San Jose,
California
|
$196K
|
+$193K
|
+15,264
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$171K
|
+$104K
|
+8,215
|
+161%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$157K
|
–
|
–
|
–
|
|
|
25
|
Oppenheimer & Co
New York
|
$141K
|
-$37.8K
|
-3,000
|
-21%
|
|
