|
1
|
Mackay Shields LLC
New York
|
$18M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.2M
|
+$2.4M
|
+185,840
|
+52%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.09M
|
+$4.84M
|
+373,900
|
+229%
|
|
|
4
|
|
$6.5M
|
+$2.5M
|
+193,092
|
+64%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.78M
|
+$1.34M
|
+103,363
|
+96%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.46M
|
+$783K
|
+60,508
|
+48%
|
|
|
7
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.03M
|
-$681K
|
-52,615
|
-25%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.57M
|
+$938K
|
+72,534
|
+156%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.57M
|
+$328K
|
+25,345
|
+27%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
+$562K
|
+43,476
|
+106%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1M
|
+$765K
|
+59,097
|
+348%
|
|
|
12
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$901K
|
-$23.2K
|
-1,796
|
-3%
|
|
|
13
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$694K
|
+$347K
|
+26,843
|
+104%
|
|
|
14
|
Private Portfolio Partners
Paramus,
New Jersey
|
$546K
|
+$217K
|
+16,738
|
+68%
|
|
|
15
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$520K
|
+$248K
|
+19,187
|
+95%
|
|
|
16
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$501K
|
+$490K
|
+37,855
|
New
|
|
|
17
|
TriaGen Wealth Management
Calabasas,
California
|
$471K
|
+$462K
|
+35,705
|
New
|
|
|
18
|
Oppenheimer & Co
New York
|
$422K
|
+$414K
|
+32,035
|
New
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$411K
|
+$270K
|
+20,861
|
+202%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$369K
|
+$241K
|
+18,659
|
+185%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$350K
|
+$343K
|
+26,540
|
New
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$323K
|
+$126K
|
+9,762
|
+66%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$305K
|
+$96.9K
|
+7,493
|
+48%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$278K
|
+$273K
|
+21,109
|
New
|
|
|
25
|
Personal CFO Solutions
Chester,
New Jersey
|
$267K
|
+$22.4K
|
+1,733
|
+9%
|
|
