|
1
|
Bank of America
Charlotte,
North Carolina
|
$10M
|
-$199K
|
-12,021
|
-2%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$4M
|
+$538K
|
+32,583
|
+15%
|
|
|
3
|
Curi RMB Capital
Chicago,
Illinois
|
$1.19M
|
+$1.27M
|
+76,626
|
New
|
|
|
4
|
VanEck Associates
New York
|
$732K
|
-$73.6K
|
-4,453
|
-9%
|
|
|
5
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$694K
|
+$70.7K
|
+4,278
|
+11%
|
|
|
6
|
Ranch Capital Advisors
Sarasota,
Florida
|
$657K
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$551K
|
-$74.8K
|
-4,527
|
-11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$417K
|
+$12.6K
|
+762
|
+3%
|
|
|
9
|
|
$400K
|
-$257K
|
-15,575
|
-38%
|
|
|
10
|
Altium Wealth Management
Purchase,
New York
|
$398K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$375K
|
+$11.3K
|
+686
|
+3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$309K
|
-$86.9K
|
-5,260
|
-21%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$309K
|
+$57.8K
|
+3,500
|
+21%
|
|
|
14
|
Capital Investment Advisors
Atlanta,
Georgia
|
$304K
|
–
|
–
|
–
|
|
|
15
|
Nuveen
Charlotte,
North Carolina
|
$235K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$235K
|
+$813K
|
+49,199
|
New
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$234K
|
–
|
–
|
–
|
|
|
18
|
Element Pointe Advisors
Miami,
Florida
|
$225K
|
-$19K
|
-1,148
|
-7%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$199K
|
-$6.61K
|
-400
|
-3%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$188K
|
–
|
–
|
–
|
|
|
21
|
Rockefeller Capital Management
New York
|
$171K
|
+$182K
|
+11,000
|
New
|
|
|
22
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$168K
|
–
|
–
|
–
|
|
|
23
|
Essex Financial Services
Essex,
Connecticut
|
$167K
|
+$177K
|
+10,700
|
New
|
|
|
24
|
Hollencrest Capital Management
Newport Beach,
California
|
$162K
|
–
|
–
|
–
|
|
|
25
|
D'Orazio & Associates
Falls Church,
Virginia
|
$117K
|
–
|
–
|
–
|
|
