|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.9M
|
+$184K
|
+12,937
|
+4%
|
|
|
2
|
|
$3.05M
|
+$295K
|
+20,746
|
+10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.74M
|
+$333K
|
+23,419
|
+13%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.53M
|
-$47K
|
-3,305
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.02M
|
-$35.6K
|
-2,500
|
-3%
|
|
|
6
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$779K
|
–
|
–
|
–
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$668K
|
-$89.5K
|
-6,289
|
-11%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$667K
|
+$416K
|
+29,239
|
+142%
|
|
|
9
|
Oppenheimer & Co
New York
|
$485K
|
+$14.2K
|
+1,000
|
+3%
|
|
|
10
|
TriaGen Wealth Management
Calabasas,
California
|
$473K
|
–
|
–
|
–
|
|
|
11
|
Secure Asset Management
Troy,
Michigan
|
$359K
|
+$85.4K
|
+6,000
|
+29%
|
|
|
12
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$355K
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$264K
|
-$7.44K
|
-523
|
-3%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$263K
|
-$169K
|
-11,900
|
-38%
|
|
|
15
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$224K
|
+$22.5K
|
+1,578
|
+10%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$196K
|
+$15.4K
|
+1,081
|
+8%
|
|
|
17
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$193K
|
+$206K
|
+14,461
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$173K
|
+$185K
|
+12,967
|
New
|
|
|
19
|
Highlander Capital Management
Short Hills,
New Jersey
|
$154K
|
–
|
–
|
–
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$152K
|
+$106K
|
+7,462
|
+191%
|
|
|
21
|
|
$146K
|
+$155K
|
+10,883
|
New
|
|
|
22
|
Equitable Holdings
New York
|
$141K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$68K
|
+$185
|
+13
|
+0.3%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34K
|
+$15.3K
|
+1,074
|
+74%
|
|
|
25
|
|
$20.1K
|
+$21.4K
|
+1,500
|
New
|
|
