|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.75M
|
+$512K
|
+36,059
|
+43%
|
|
|
2
|
|
$1.5M
|
-$217K
|
-15,256
|
-13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.49M
|
+$130K
|
+9,139
|
+10%
|
|
|
4
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.23M
|
-$8.5K
|
-599
|
-0.7%
|
|
|
5
|
1776 Wealth
Atlanta,
Georgia
|
$1.16M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$821K
|
-$20.3K
|
-1,431
|
-2%
|
|
|
7
|
City of London Investment Management
London,
United Kingdom
|
$552K
|
–
|
–
|
–
|
|
|
8
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$544K
|
+$34.8K
|
+2,450
|
+7%
|
|
|
9
|
Bartlett & Co
Cincinnati,
Ohio
|
$542K
|
+$34.8K
|
+2,450
|
+7%
|
|
|
10
|
Family Management
New York
|
$507K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$409K
|
+$162K
|
+11,403
|
+69%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$388K
|
-$207K
|
-14,566
|
-36%
|
|
|
13
|
Independent Financial Group
San Diego,
California
|
$371K
|
-$7.45K
|
-525
|
-2%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$320K
|
+$309K
|
+21,800
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$224K
|
-$83.2K
|
-5,862
|
-28%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$181K
|
+$176K
|
+12,374
|
New
|
|
|
17
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$176K
|
+$170K
|
+12,008
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$175K
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$174K
|
-$38.6K
|
-2,717
|
-19%
|
|
|
20
|
180 Wealth Advisors
Federal Way,
Washington
|
$168K
|
–
|
–
|
–
|
|
|
21
|
Meridian Wealth Management
Lexington,
Kentucky
|
$154K
|
–
|
–
|
–
|
|
|
22
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$152K
|
–
|
–
|
–
|
|
|
23
|
Northside Capital Management
Hood River,
Oregon
|
$152K
|
–
|
–
|
–
|
|
|
24
|
Wedbush Securities
Los Angeles,
California
|
$150K
|
–
|
–
|
–
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$150K
|
+$145K
|
+10,244
|
New
|
|
