|
1
|
Allspring Global Investments
Charlotte,
North Carolina
|
$9.11M
|
–
|
–
|
–
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.13M
|
+$6.68M
|
+1,026,094
|
New
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.78M
|
+$509K
|
+78,119
|
+13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$3.57M
|
-$288K
|
-44,181
|
-8%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.54M
|
+$531K
|
+81,500
|
+19%
|
|
|
6
|
|
$1.88M
|
-$163K
|
-25,075
|
-8%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.78M
|
-$109K
|
-16,800
|
-6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.76M
|
+$205K
|
+31,559
|
+14%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.39M
|
-$224K
|
-34,466
|
-15%
|
|
|
10
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$1.22M
|
-$682K
|
-104,762
|
-37%
|
|
|
11
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$778K
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$775K
|
-$24.6K
|
-3,771
|
-3%
|
|
|
13
|
Park Avenue Securities
New York
|
$717K
|
-$22.1K
|
-3,387
|
-3%
|
|
|
14
|
Wealthstar Advisors
Plano,
Texas
|
$525K
|
+$228K
|
+34,979
|
+86%
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$525K
|
-$376K
|
-57,775
|
-43%
|
|
|
16
|
IHT Wealth Management
Chicago,
Illinois
|
$333K
|
–
|
–
|
–
|
|
|
17
|
|
$320K
|
-$5.77M
|
-886,178
|
-95%
|
|
|
18
|
Round Rock Advisors
Wilton,
Connecticut
|
$305K
|
-$209K
|
-32,152
|
-42%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$293K
|
-$88.7K
|
-13,619
|
-24%
|
|
|
20
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$281K
|
-$2.65K
|
-407
|
-1%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$237K
|
-$37.3K
|
-5,731
|
-14%
|
|
|
22
|
Emergent Wealth Advisors
Williamsville,
New York
|
$210K
|
+$197K
|
+30,200
|
New
|
|
|
23
|
Greytown Advisors
Miami,
Florida
|
$191K
|
–
|
–
|
–
|
|
|
24
|
Seed Wealth Management
Evanston,
Illinois
|
$168K
|
-$13K
|
-2,000
|
-8%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$160K
|
+$2.02K
|
+311
|
+2%
|
|
