|
1
|
UBS Group
Zurich,
Switzerland
|
$6.68M
|
+$1.45M
|
+153,903
|
+27%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$5.39M
|
-$526K
|
-55,948
|
-9%
|
|
|
3
|
Gill Capital Partners
Denver,
Colorado
|
$5.39M
|
–
|
–
|
–
|
|
|
4
|
Beta Wealth Group
San Diego,
California
|
$3.94M
|
+$4.01M
|
+426,823
|
New
|
|
|
5
|
|
$1.41M
|
+$668K
|
+70,969
|
+87%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.26M
|
+$243K
|
+25,840
|
+23%
|
|
|
7
|
|
$1.09M
|
+$186K
|
+19,814
|
+20%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$991K
|
-$743K
|
-78,947
|
-42%
|
|
|
9
|
California First Leasing Corp
Newport Beach,
California
|
$984K
|
–
|
–
|
–
|
|
|
10
|
VanEck Associates
New York
|
$784K
|
-$149K
|
-15,883
|
-16%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$779K
|
+$266K
|
+28,229
|
+50%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$645K
|
+$556K
|
+59,120
|
+546%
|
|
|
13
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$553K
|
+$11.5K
|
+1,220
|
+2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$431K
|
+$165K
|
+17,518
|
+60%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$411K
|
+$62.3K
|
+6,625
|
+17%
|
|
|
16
|
Coombe, Bender & Co
Ellenville,
New York
|
$391K
|
+$399K
|
+42,403
|
New
|
|
|
17
|
ACT Advisors
Asheville,
North Carolina
|
$327K
|
+$333K
|
+35,452
|
New
|
|
|
18
|
Smith, Moore & Co
Clayton,
Missouri
|
$301K
|
+$307K
|
+32,642
|
New
|
|
|
19
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$295K
|
-$34.5K
|
-3,672
|
-10%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$294K
|
-$16.1K
|
-1,707
|
-5%
|
|
|
21
|
TrinityPoint Wealth
Milford,
Connecticut
|
$279K
|
-$7.76K
|
-825
|
-3%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$271K
|
+$19.3K
|
+2,050
|
+7%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$257K
|
-$7.18K
|
-763
|
-3%
|
|
|
24
|
SouthState Corp
Winter Haven,
Florida
|
$209K
|
–
|
–
|
–
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$208K
|
–
|
–
|
–
|
|
