|
1
|
Mackay Shields LLC
New York
|
$21.7M
|
-$219K
|
-14,097
|
-1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.04M
|
+$324K
|
+20,867
|
+6%
|
|
|
3
|
|
$4.48M
|
-$110K
|
-7,080
|
-2%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.6M
|
+$10.4K
|
+671
|
+0.3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.71M
|
+$17.1K
|
+1,101
|
+0.6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.11M
|
+$104K
|
+6,685
|
+5%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.58M
|
+$48.8K
|
+3,147
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.47M
|
+$23.8K
|
+1,535
|
+2%
|
|
|
9
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.11M
|
-$11K
|
-711
|
-1%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$665K
|
+$10.1K
|
+650
|
+2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$636K
|
+$101K
|
+6,500
|
+19%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$535K
|
-$70.8K
|
-4,565
|
-12%
|
|
|
13
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$409K
|
–
|
–
|
–
|
|
|
14
|
Bank of New York Mellon
New York
|
$385K
|
-$17.6K
|
-1,133
|
-4%
|
|
|
15
|
Crown Wealth Group
Charlotte,
North Carolina
|
$380K
|
+$371K
|
+23,950
|
New
|
|
|
16
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$296K
|
+$55.6K
|
+3,585
|
+24%
|
|
|
17
|
Wealth Effects
Boston,
Massachusetts
|
$283K
|
+$276K
|
+17,820
|
New
|
|
|
18
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$269K
|
–
|
–
|
–
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$259K
|
+$651
|
+42
|
+0.3%
|
|
|
20
|
Private Portfolio Partners
Paramus,
New Jersey
|
$256K
|
-$34.1K
|
-2,200
|
-12%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$249K
|
+$23K
|
+1,484
|
+10%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$225K
|
+$56.3K
|
+3,629
|
+34%
|
|
|
23
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$220K
|
–
|
–
|
–
|
|
|
24
|
Personal CFO Solutions
Chester,
New Jersey
|
$207K
|
+$203K
|
+13,060
|
New
|
|
|
25
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$169K
|
+$168K
|
+10,823
|
New
|
|
