|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.2M
|
+$1.99M
|
+92,910
|
+12%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$14.4M
|
-$467K
|
-21,800
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$6.11M
|
-$1.32M
|
-61,767
|
-18%
|
|
|
4
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.84M
|
+$3.26M
|
+152,263
|
+126%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.4M
|
+$16.4K
|
+764
|
+0.4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.36M
|
+$13.3K
|
+623
|
+0.4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.33M
|
+$166K
|
+7,749
|
+5%
|
|
|
8
|
Cardan Capital Partners
Denver,
Colorado
|
$3.26M
|
-$705K
|
-32,948
|
-18%
|
|
|
9
|
Howard Capital Management
Roswell,
Georgia
|
$2.51M
|
+$1.1M
|
+51,477
|
+78%
|
|
|
10
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2.03M
|
-$22.3K
|
-1,041
|
-1%
|
|
|
11
|
|
$1.92M
|
-$105K
|
-4,899
|
-5%
|
|
|
12
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.81M
|
+$864K
|
+40,345
|
+91%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.78M
|
-$1.98M
|
-92,596
|
-53%
|
|
|
14
|
VanEck Associates
New York
|
$1.74M
|
+$263K
|
+12,263
|
+18%
|
|
|
15
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.51M
|
+$283K
|
+13,200
|
+23%
|
|
|
16
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.51M
|
+$283K
|
+13,200
|
+23%
|
|
|
17
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.5M
|
–
|
–
|
–
|
|
|
18
|
Bank of New York Mellon
New York
|
$1.31M
|
+$186K
|
+8,700
|
+16%
|
|
|
19
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.3M
|
+$22.1K
|
+1,034
|
+2%
|
|
|
20
|
PFS Investments
Duluth,
Georgia
|
$968K
|
+$220K
|
+10,278
|
+29%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$926K
|
+$50.8K
|
+2,371
|
+6%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$640K
|
+$36K
|
+1,682
|
+6%
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$630K
|
+$112K
|
+5,213
|
+21%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$596K
|
–
|
–
|
–
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$543K
|
-$502K
|
-23,454
|
-48%
|
|
