|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.92M
|
+$299K
|
+19,232
|
+7%
|
|
|
2
|
|
$3.23M
|
+$207K
|
+13,334
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.94M
|
-$57.3K
|
-3,688
|
-3%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.86M
|
+$6.52K
|
+420
|
+0.4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.26M
|
+$38.4K
|
+2,475
|
+3%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$876K
|
+$80.8K
|
+5,200
|
+10%
|
|
|
7
|
Laidlaw Wealth Management
New York City,
New York
|
$685K
|
+$4.12K
|
+265
|
+0.6%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$636K
|
+$153K
|
+9,877
|
+33%
|
|
|
9
|
Oppenheimer & Co
New York
|
$560K
|
-$31.1K
|
-2,000
|
-5%
|
|
|
10
|
TriaGen Wealth Management
Calabasas,
California
|
$552K
|
–
|
–
|
–
|
|
|
11
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$504K
|
+$42.2K
|
+2,720
|
+9%
|
|
|
12
|
Karpus Investment Management
Pittsford,
New York
|
$477K
|
-$121K
|
-7,765
|
-21%
|
|
|
13
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$438K
|
+$74.2K
|
+4,778
|
+21%
|
|
|
14
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$422K
|
–
|
–
|
–
|
|
|
15
|
Secure Asset Management
Troy,
Michigan
|
$404K
|
+$224K
|
+14,396
|
+131%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$331K
|
+$1.94K
|
+125
|
+0.6%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$319K
|
+$49K
|
+3,155
|
+19%
|
|
|
18
|
Highlander Capital Management
Short Hills,
New Jersey
|
$238K
|
–
|
–
|
–
|
|
|
19
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$233K
|
+$228K
|
+14,710
|
New
|
|
|
20
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$213K
|
+$28.3K
|
+1,819
|
+16%
|
|
|
22
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$177K
|
+$8K
|
+515
|
+5%
|
|
|
23
|
Wedbush Securities
Los Angeles,
California
|
$170K
|
-$12K
|
-770
|
-7%
|
|
|
24
|
Equitable Holdings
New York
|
$168K
|
–
|
–
|
–
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$165K
|
+$3.46K
|
+223
|
+2%
|
|
