|
1
|
UBS Group
Zurich,
Switzerland
|
$23M
|
-$12.8M
|
-799,646
|
-36%
|
|
|
2
|
SOL Capital Management
Rockville,
Maryland
|
$22.2M
|
+$1.07M
|
+67,041
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$21.7M
|
+$3.15M
|
+197,130
|
+17%
|
|
|
4
|
|
$15.8M
|
-$218K
|
-13,640
|
-1%
|
|
|
5
|
|
$13.4M
|
-$879K
|
-55,000
|
-6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.8M
|
+$1.21M
|
+75,940
|
+22%
|
|
|
7
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$6.11M
|
+$357K
|
+22,315
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.64M
|
+$879K
|
+55,035
|
+19%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.97M
|
+$273K
|
+17,112
|
+6%
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
$4.23M
|
+$2.02M
|
+126,410
|
+92%
|
|
|
11
|
IEQ Capital
Foster City,
California
|
$4.01M
|
+$4M
|
+250,000
|
New
|
|
|
12
|
Element Wealth
Ridgeland,
Mississippi
|
$3.53M
|
-$132K
|
-8,262
|
-4%
|
|
|
13
|
Corrado Advisors
Ramsey,
New Jersey
|
$2.03M
|
+$59.7K
|
+3,735
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.88M
|
-$114K
|
-7,132
|
-6%
|
|
|
15
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.84M
|
+$231K
|
+14,474
|
+14%
|
|
|
16
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.6M
|
+$346K
|
+21,639
|
+28%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$1.4M
|
+$229K
|
+14,353
|
+20%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.39M
|
+$526K
|
+32,888
|
+61%
|
|
|
19
|
Choreo LLC
Rockford,
Illinois
|
$1.39M
|
+$60.3K
|
+3,772
|
+5%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$1.35M
|
+$98.4K
|
+6,155
|
+8%
|
|
|
21
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.33M
|
+$236K
|
+14,750
|
+22%
|
|
|
22
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$1.08M
|
+$953K
|
+59,662
|
+795%
|
|
|
23
|
Independent Financial Group
San Diego,
California
|
$917K
|
–
|
–
|
–
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$827K
|
+$265K
|
+16,563
|
+47%
|
|
|
25
|
|
$821K
|
+$18.2K
|
+1,138
|
+2%
|
|
