|
1
|
Wells Fargo
San Francisco,
California
|
$27.9M
|
+$2.31M
|
+147,499
|
+9%
|
|
|
2
|
SOL Capital Management
Rockville,
Maryland
|
$23.3M
|
+$947K
|
+60,361
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$22.5M
|
-$1.11M
|
-70,795
|
-5%
|
|
|
4
|
|
$17.5M
|
+$719K
|
+45,832
|
+4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.4M
|
+$305K
|
+19,437
|
+2%
|
|
|
6
|
|
$14.2M
|
+$249K
|
+15,887
|
+2%
|
|
|
7
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$7.83M
|
+$723K
|
+46,128
|
+11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.7M
|
+$812K
|
+51,751
|
+12%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.47M
|
+$352K
|
+22,468
|
+6%
|
|
|
10
|
Element Wealth
Ridgeland,
Mississippi
|
$3.27M
|
-$14.6K
|
-928
|
-0.5%
|
|
|
11
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$3.02M
|
+$526K
|
+33,521
|
+22%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$2.57M
|
+$596
|
+38
|
+0%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.32M
|
+$311K
|
+19,835
|
+16%
|
|
|
14
|
Corrado Advisors
Ramsey,
New Jersey
|
$2.31M
|
+$110K
|
+7,002
|
+5%
|
|
|
15
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.06M
|
+$133K
|
+8,510
|
+7%
|
|
|
16
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$2.04M
|
+$1.97M
|
+125,360
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.31M
|
-$29.1K
|
-1,857
|
-2%
|
|
|
18
|
Choreo LLC
Rockford,
Illinois
|
$1.04M
|
+$100K
|
+6,389
|
+11%
|
|
|
19
|
Journey Strategic Wealth
Summit,
New Jersey
|
$922K
|
+$31.4K
|
+2,000
|
+4%
|
|
|
20
|
|
$832K
|
–
|
–
|
–
|
|
|
21
|
Independent Financial Group
San Diego,
California
|
$805K
|
-$9.41K
|
-600
|
-1%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$779K
|
-$81.1K
|
-5,172
|
-10%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$748K
|
-$141K
|
-8,987
|
-16%
|
|
|
24
|
Bramshill Investments
Naples,
Florida
|
$711K
|
-$16.2K
|
-1,034
|
-2%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$677K
|
+$653K
|
+41,630
|
New
|
|
