|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.52M
|
+$53K
|
+3,388
|
+2%
|
|
|
2
|
|
$1.93M
|
-$27.9K
|
-1,781
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.66M
|
-$105K
|
-6,712
|
-6%
|
|
|
4
|
Cetera Advisors
Denver,
Colorado
|
$1.65M
|
+$18.7K
|
+1,197
|
+1%
|
|
|
5
|
1776 Wealth
Atlanta,
Georgia
|
$1.28M
|
–
|
–
|
–
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.07M
|
–
|
–
|
–
|
|
|
7
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$765K
|
+$78.2K
|
+5,000
|
+12%
|
|
|
8
|
Bartlett & Co
Cincinnati,
Ohio
|
$763K
|
+$78.2K
|
+5,000
|
+12%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$751K
|
-$68.3K
|
-4,367
|
-9%
|
|
|
10
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$636K
|
-$88.4K
|
-5,648
|
-13%
|
|
|
11
|
Family Management
New York
|
$559K
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$472K
|
+$72.1K
|
+4,608
|
+19%
|
|
|
13
|
Independent Financial Group
San Diego,
California
|
$425K
|
-$1.33K
|
-85
|
-0.3%
|
|
|
14
|
Bank of New York Mellon
New York
|
$376K
|
+$364K
|
+23,230
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$341K
|
-$31.2K
|
-1,996
|
-9%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$309K
|
+$77.3K
|
+4,941
|
+35%
|
|
|
17
|
Meridian Wealth Management
Lexington,
Kentucky
|
$232K
|
–
|
–
|
–
|
|
|
18
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$221K
|
+$3.41K
|
+218
|
+2%
|
|
|
19
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$211K
|
+$204K
|
+13,008
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$191K
|
–
|
–
|
–
|
|
|
21
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$191K
|
+$185K
|
+11,804
|
New
|
|
|
22
|
180 Wealth Advisors
Federal Way,
Washington
|
$183K
|
–
|
–
|
–
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$175K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$171K
|
-$42.3K
|
-2,700
|
-20%
|
|
|
25
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$168K
|
–
|
–
|
–
|
|
