|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.22M
|
+$308K
|
+20,342
|
+17%
|
|
|
2
|
|
$1.81M
|
+$186K
|
+12,273
|
+12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.58M
|
-$26.6K
|
-1,759
|
-2%
|
|
|
4
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.35M
|
+$19.1K
|
+1,262
|
+2%
|
|
|
5
|
1776 Wealth
Atlanta,
Georgia
|
$1.25M
|
–
|
–
|
–
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.05M
|
+$1M
|
+66,343
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$857K
|
-$29.5K
|
-1,947
|
-3%
|
|
|
8
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$624K
|
+$36.3K
|
+2,400
|
+6%
|
|
|
9
|
Bartlett & Co
Cincinnati,
Ohio
|
$624K
|
+$36.3K
|
+2,400
|
+6%
|
|
|
10
|
Family Management
New York
|
$548K
|
–
|
–
|
–
|
|
|
11
|
Independent Financial Group
San Diego,
California
|
$426K
|
+$23.7K
|
+1,567
|
+6%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$350K
|
-$87.7K
|
-5,794
|
-21%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$346K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$340K
|
-$75.4K
|
-4,982
|
-19%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$315K
|
+$146K
|
+9,623
|
+94%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$227K
|
-$15.1K
|
-1,000
|
-7%
|
|
|
17
|
Meridian Wealth Management
Lexington,
Kentucky
|
$226K
|
+$57.5K
|
+3,800
|
+36%
|
|
|
18
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$214K
|
+$204K
|
+13,507
|
New
|
|
|
19
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$206K
|
+$15.1K
|
+1,000
|
+8%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$188K
|
–
|
–
|
–
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$175K
|
–
|
–
|
–
|
|
|
22
|
180 Wealth Advisors
Federal Way,
Washington
|
$170K
|
–
|
–
|
–
|
|
|
23
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$165K
|
–
|
–
|
–
|
|
|
24
|
Northside Capital Management
Hood River,
Oregon
|
$165K
|
–
|
–
|
–
|
|
|
25
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$159K
|
–
|
–
|
–
|
|
