|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.03M
|
+$138K
|
+8,007
|
+5%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$2.6M
|
-$17.3K
|
-1,005
|
-0.7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.25M
|
-$242K
|
-14,039
|
-10%
|
|
|
4
|
|
$1.81M
|
-$354K
|
-20,516
|
-17%
|
|
|
5
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.7M
|
+$714K
|
+41,370
|
+74%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.14M
|
+$150K
|
+8,671
|
+15%
|
|
|
7
|
Wedbush Securities
Los Angeles,
California
|
$815K
|
+$804K
|
+46,586
|
New
|
|
|
8
|
Family Management
New York
|
$748K
|
–
|
–
|
–
|
|
|
9
|
Cypress Wealth Services
Palm Desert,
California
|
$569K
|
–
|
–
|
–
|
|
|
10
|
Prospera Financial Services
Dallas,
Texas
|
$405K
|
+$34.7K
|
+2,012
|
+10%
|
|
|
11
|
Moors & Cabot
Boston,
Massachusetts
|
$320K
|
+$316K
|
+18,300
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$295K
|
+$56K
|
+3,244
|
+24%
|
|
|
13
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$244K
|
+$240K
|
+13,934
|
New
|
|
|
14
|
Rockefeller Capital Management
New York
|
$191K
|
–
|
–
|
–
|
|
|
15
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$179K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$143K
|
+$20K
|
+1,161
|
+17%
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
$1K
|
+$708
|
+41
|
New
|
|
|
18
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$900K
|
-900,000
|
Closed
|
|
|
19
|
Fortress Wealth Management
Culver City,
California
|
–
|
-$951K
|
-51,254
|
Closed
|
|
|
20
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$265K
|
-14,277
|
Closed
|
|
|
21
|
XML Financial
Bethesda,
Maryland
|
–
|
-$213K
|
-11,500
|
Closed
|
|
|
22
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
–
|
-$37K
|
-2,007
|
Closed
|
|
