|
1
|
Mackay Shields LLC
New York
|
$18.2M
|
-$74.1K
|
-5,200
|
-0.4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.8M
|
-$303K
|
-21,238
|
-6%
|
|
|
3
|
|
$4.01M
|
+$249K
|
+17,512
|
+6%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.76M
|
-$285K
|
-20,000
|
-9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.18M
|
-$100K
|
-7,042
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.69M
|
-$96.7K
|
-6,788
|
-5%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.44M
|
+$111K
|
+7,756
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.25M
|
+$10.4K
|
+728
|
+0.8%
|
|
|
9
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$936K
|
+$4.62K
|
+324
|
+0.5%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$620K
|
+$64.1K
|
+4,498
|
+11%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$548K
|
+$14.2K
|
+1,000
|
+2%
|
|
|
12
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$344K
|
–
|
–
|
–
|
|
|
13
|
Private Portfolio Partners
Paramus,
New Jersey
|
$329K
|
+$121K
|
+8,500
|
+53%
|
|
|
14
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$270K
|
+$22.7K
|
+1,595
|
+9%
|
|
|
15
|
Personal CFO Solutions
Chester,
New Jersey
|
$247K
|
+$77.5K
|
+5,441
|
+42%
|
|
|
16
|
Wealth Effects
Boston,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$227K
|
+$39.8K
|
+2,794
|
+20%
|
|
|
18
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$226K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$213K
|
+$3.15K
|
+221
|
+1%
|
|
|
20
|
|
$212K
|
+$226K
|
+15,890
|
New
|
|
|
21
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$210K
|
+$235K
|
+16,527
|
New
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$209K
|
-$259K
|
-18,162
|
-54%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$197K
|
-$22.5K
|
-1,577
|
-10%
|
|
|
24
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$141K
|
+$1.51K
|
+106
|
+1%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$138K
|
+$13.2K
|
+927
|
+10%
|
|
