|
1
|
UBS Group
Zurich,
Switzerland
|
$34.1M
|
-$12.7M
|
-785,757
|
-26%
|
|
|
2
|
SOL Capital Management
Rockville,
Maryland
|
$20M
|
+$4.12M
|
+254,614
|
+24%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$17.6M
|
+$3.79M
|
+234,128
|
+25%
|
|
|
4
|
|
$15.2M
|
-$261K
|
-16,137
|
-2%
|
|
|
5
|
|
$13.6M
|
-$48.6K
|
-3,000
|
-0.3%
|
|
|
6
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$5.46M
|
+$855K
|
+52,755
|
+17%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.3M
|
+$2.11M
|
+130,222
|
+60%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.52M
|
+$127K
|
+7,850
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.46M
|
+$694K
|
+42,838
|
+17%
|
|
|
10
|
Element Wealth
Ridgeland,
Mississippi
|
$3.48M
|
+$22.1K
|
+1,367
|
+0.6%
|
|
|
11
|
World Investment Advisors
Santa Barbara,
California
|
$2.09M
|
+$899K
|
+55,500
|
+68%
|
|
|
12
|
|
$1.94M
|
+$2.06M
|
+127,339
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.9M
|
+$6.27K
|
+387
|
+0.3%
|
|
|
14
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.87M
|
-$560K
|
-34,545
|
-22%
|
|
|
15
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.52M
|
+$20.6K
|
+1,270
|
+1%
|
|
|
16
|
Choreo LLC
Rockford,
Illinois
|
$1.25M
|
+$377K
|
+23,299
|
+40%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$1.19M
|
+$1.27M
|
+78,138
|
New
|
|
|
18
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.19M
|
+$14.3K
|
+881
|
+1%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$1.11M
|
+$408K
|
+25,179
|
+53%
|
|
|
20
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.03M
|
+$526K
|
+32,450
|
+92%
|
|
|
21
|
Independent Financial Group
San Diego,
California
|
$871K
|
+$925K
|
+57,100
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$819K
|
+$148K
|
+9,122
|
+20%
|
|
|
23
|
|
$763K
|
–
|
–
|
–
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$696K
|
+$165K
|
+10,162
|
+29%
|
|
|
25
|
Bramshill Investments
Naples,
Florida
|
$682K
|
-$8.18K
|
-505
|
-1%
|
|
