|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.31M
|
+$190K
|
+12,409
|
+9%
|
|
|
2
|
|
$1.83M
|
+$102K
|
+6,680
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.66M
|
+$152K
|
+9,918
|
+10%
|
|
|
4
|
Cetera Advisors
Denver,
Colorado
|
$1.52M
|
+$1.54M
|
+100,440
|
New
|
|
|
5
|
1776 Wealth
Atlanta,
Georgia
|
$1.2M
|
–
|
–
|
–
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$769K
|
-$49.5K
|
-3,233
|
-6%
|
|
|
8
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$681K
|
-$610K
|
-39,856
|
-47%
|
|
|
9
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$641K
|
+$42.9K
|
+2,800
|
+7%
|
|
|
10
|
Bartlett & Co
Cincinnati,
Ohio
|
$639K
|
+$42.9K
|
+2,800
|
+7%
|
|
|
11
|
Family Management
New York
|
$523K
|
–
|
–
|
–
|
|
|
12
|
Independent Financial Group
San Diego,
California
|
$399K
|
-$7.66K
|
-500
|
-2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$372K
|
+$47.5K
|
+3,100
|
+14%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$349K
|
+$15.4K
|
+1,006
|
+5%
|
|
|
15
|
Meridian Wealth Management
Lexington,
Kentucky
|
$217K
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$214K
|
-$87.9K
|
-5,742
|
-29%
|
|
|
17
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$207K
|
+$2.01K
|
+131
|
+1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$201K
|
-$15.3K
|
-1,000
|
-7%
|
|
|
19
|
180 Wealth Advisors
Federal Way,
Washington
|
$179K
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$179K
|
–
|
–
|
–
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$175K
|
–
|
–
|
–
|
|
|
22
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$157K
|
–
|
–
|
–
|
|
|
23
|
Northside Capital Management
Hood River,
Oregon
|
$157K
|
–
|
–
|
–
|
|
|
24
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$152K
|
–
|
–
|
–
|
|
|
25
|
Shufro Rose & Co
New York
|
$152K
|
+$153K
|
+10,000
|
New
|
|
