|
1
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
+$1.4M
|
+68,417
|
+10%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$14.7M
|
-$326K
|
-15,877
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.35M
|
-$334K
|
-16,262
|
-4%
|
|
|
4
|
Marcum Wealth
Cleveland,
Ohio
|
$5.75M
|
+$5.58M
|
+271,978
|
New
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.33M
|
+$127K
|
+6,170
|
+3%
|
|
|
6
|
Cardan Capital Partners
Denver,
Colorado
|
$3.92M
|
-$20.7K
|
-1,009
|
-0.5%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.72M
|
+$2.19M
|
+106,453
|
+153%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.31M
|
-$90.6K
|
-4,412
|
-3%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$3.21M
|
-$28.2K
|
-1,375
|
-0.9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.13M
|
+$38.5K
|
+1,877
|
+1%
|
|
|
11
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.55M
|
+$1.99M
|
+96,922
|
+407%
|
|
|
12
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2.03M
|
+$112K
|
+5,480
|
+6%
|
|
|
13
|
|
$2.01M
|
-$299K
|
-14,580
|
-13%
|
|
|
14
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.48M
|
–
|
–
|
–
|
|
|
15
|
VanEck Associates
New York
|
$1.46M
|
-$859K
|
-41,840
|
-38%
|
|
|
16
|
Howard Capital Management
Roswell,
Georgia
|
$1.39M
|
+$254K
|
+12,389
|
+23%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.34M
|
-$90.3K
|
-4,399
|
-6%
|
|
|
18
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.26M
|
+$15.6K
|
+761
|
+1%
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.22M
|
+$203K
|
+9,905
|
+21%
|
|
|
20
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.22M
|
+$203K
|
+9,905
|
+21%
|
|
|
21
|
Bank of New York Mellon
New York
|
$1.12M
|
-$775K
|
-37,732
|
-42%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$1.03M
|
-$771K
|
-37,565
|
-43%
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$941K
|
-$36.3K
|
-1,770
|
-4%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$867K
|
-$52.8K
|
-2,574
|
-6%
|
|
|
25
|
PFS Investments
Duluth,
Georgia
|
$739K
|
+$121K
|
+5,896
|
+20%
|
|
