|
1
|
|
$36.8M
|
+$931K
|
+60,627
|
+3%
|
|
|
2
|
|
$7.15M
|
+$1.41M
|
+91,582
|
+24%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.2M
|
+$206K
|
+13,427
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.5M
|
-$33.5K
|
-2,179
|
-0.7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.23M
|
+$904K
|
+58,852
|
+38%
|
|
|
6
|
Affiance Financial
St. Louis Park,
Minnesota
|
$2.98M
|
+$379K
|
+24,684
|
+14%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$2.75M
|
+$25.4K
|
+1,651
|
+0.9%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.66M
|
+$620K
|
+40,345
|
+30%
|
|
|
9
|
Nuveen
Charlotte,
North Carolina
|
$1.96M
|
–
|
–
|
–
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.59M
|
-$115K
|
-7,458
|
-7%
|
|
|
11
|
VanEck Associates
New York
|
$1.25M
|
+$120K
|
+7,837
|
+10%
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.13M
|
-$25.2K
|
-1,638
|
-2%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1M
|
+$66.9K
|
+4,352
|
+7%
|
|
|
14
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$955K
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$901K
|
+$86.2K
|
+5,614
|
+10%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$887K
|
+$54K
|
+3,513
|
+6%
|
|
|
17
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$826K
|
-$1.53M
|
-99,724
|
-65%
|
|
|
18
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$768K
|
+$1.06K
|
+69
|
+0.1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$648K
|
-$461K
|
-30,039
|
-41%
|
|
|
20
|
Chevy Chase Trust
Bethesda,
Maryland
|
$587K
|
–
|
–
|
–
|
|
|
21
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$537K
|
–
|
–
|
–
|
|
|
22
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$418K
|
-$18.4K
|
-1,200
|
-4%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$417K
|
–
|
–
|
–
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$414K
|
–
|
–
|
–
|
|
|
25
|
Hollencrest Capital Management
Newport Beach,
California
|
$389K
|
–
|
–
|
–
|
|
