|
1
|
Wells Fargo
San Francisco,
California
|
$3.32M
|
+$366K
|
+23,090
|
+12%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.73M
|
+$646K
|
+40,760
|
+29%
|
|
|
3
|
|
$2.63M
|
-$350K
|
-22,111
|
-11%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$2.59M
|
-$11.1K
|
-701
|
-0.4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.45M
|
-$521K
|
-32,888
|
-17%
|
|
|
6
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.8M
|
+$1.91M
|
+120,346
|
New
|
|
|
7
|
Wedbush Securities
Los Angeles,
California
|
$818K
|
+$74.1K
|
+4,679
|
+9%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$773K
|
+$268K
|
+16,892
|
+48%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$373K
|
+$80.7K
|
+5,097
|
+26%
|
|
|
10
|
Oppenheimer & Co
New York
|
$364K
|
+$195K
|
+12,319
|
+103%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$351K
|
+$372K
|
+23,519
|
New
|
|
|
12
|
&Partners
Nashville,
Tennessee
|
$347K
|
+$107K
|
+6,761
|
+42%
|
|
|
13
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$280K
|
–
|
–
|
–
|
|
|
14
|
TT Capital Management
Coto De Caza,
California
|
$268K
|
+$277K
|
+17,500
|
New
|
|
|
15
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$215K
|
+$228K
|
+14,384
|
New
|
|
|
16
|
PFG Investments
Woodbury,
New York
|
$194K
|
-$31.7K
|
-2,000
|
-13%
|
|
|
17
|
Nomura Holdings
Tokyo,
Japan
|
$176K
|
+$187K
|
+11,800
|
New
|
|
|
18
|
Everstar Asset Management
Mooresville,
North Carolina
|
$160K
|
-$122K
|
-7,682
|
-42%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$37.4K
|
-$59.4K
|
-3,750
|
-60%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$29.9K
|
+$15.8K
|
+1,000
|
+100%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.5K
|
+$7.92K
|
+500
|
+125%
|
|
|
22
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$12K
|
+$12.7K
|
+800
|
New
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$11.6K
|
–
|
–
|
–
|
|
|
24
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$245K
|
-15,000
|
Closed
|
|
|
25
|
Absolute Investment Advisers
Rosemary Beach,
Florida
|
–
|
-$211K
|
-12,877
|
Closed
|
|
