|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.7M
|
+$2.42M
|
+223,352
|
+34%
|
|
|
2
|
|
$3.48M
|
-$96.5K
|
-8,901
|
-3%
|
|
|
3
|
Private Management Group
Irvine,
California
|
$2.09M
|
-$43.5K
|
-4,013
|
-2%
|
|
|
4
|
Atlas Wealth
Cincinnati,
Ohio
|
$1.75M
|
+$1.68M
|
+154,850
|
New
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.07M
|
-$1.41K
|
-130
|
-0.1%
|
|
|
6
|
Rothschild Investment LLC
Chicago,
Illinois
|
$415K
|
–
|
–
|
–
|
|
|
7
|
1776 Wealth
Atlanta,
Georgia
|
$387K
|
+$17.7K
|
+1,631
|
+5%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$325K
|
+$27.1K
|
+2,500
|
+9%
|
|
|
9
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$278K
|
+$22K
|
+2,033
|
+9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$245K
|
+$73K
|
+6,734
|
+44%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$241K
|
-$57.1K
|
-5,273
|
-20%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$232K
|
+$57.2K
|
+5,277
|
+34%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$190K
|
-$13.2K
|
-1,214
|
-7%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$179K
|
–
|
–
|
–
|
|
|
15
|
Gabelli Funds
Rye,
New York
|
$167K
|
–
|
–
|
–
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$150K
|
–
|
–
|
–
|
|
|
17
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$148K
|
+$139K
|
+12,811
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$126K
|
-$1.85K
|
-171
|
-1%
|
|
|
19
|
Brown Advisory
Baltimore,
Maryland
|
$118K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$82.1K
|
-$68.7K
|
-6,339
|
-46%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$65K
|
+$4.25K
|
+392
|
+7%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$39.3K
|
+$3.36K
|
+310
|
+10%
|
|
|
23
|
Cornerstone Advisors
Asheville,
North Carolina
|
$24.3K
|
-$26.3K
|
-2,426
|
-53%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.45K
|
–
|
–
|
–
|
|
|
25
|
BFSG LLC
Irvine,
California
|
$6.67K
|
–
|
–
|
–
|
|
