|
1
|
|
$92.5M
|
+$23M
|
+1,509,113
|
+30%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$56.8M
|
+$1.35M
|
+88,351
|
+2%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.2M
|
+$1.32M
|
+86,199
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$22.1M
|
-$1.2M
|
-78,618
|
-5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$22M
|
-$1.66M
|
-108,500
|
-6%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.4M
|
+$462K
|
+30,304
|
+2%
|
|
|
7
|
Advisors Asset Management
Monument,
Colorado
|
$20.6M
|
+$58.2K
|
+3,812
|
+0.5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
-$578K
|
-37,909
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.22M
|
+$265K
|
+17,356
|
+3%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$7.58M
|
-$582K
|
-38,169
|
-7%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.23M
|
+$264K
|
+17,319
|
+4%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.66M
|
+$5.09M
|
+333,453
|
New
|
|
|
13
|
Guggenheim Capital
Chicago,
Illinois
|
$4.64M
|
+$290K
|
+18,992
|
+6%
|
|
|
14
|
Waterfront Wealth
Overland Park,
Kansas
|
$4.5M
|
-$44.4K
|
-2,912
|
-0.9%
|
|
|
15
|
Rothschild Investment LLC
Chicago,
Illinois
|
$4.41M
|
+$66.8K
|
+4,377
|
+1%
|
|
|
16
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$4.1M
|
-$594K
|
-38,908
|
-12%
|
|
|
17
|
|
$4.06M
|
-$1.6M
|
-104,738
|
-27%
|
|
|
18
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$4.01M
|
+$117K
|
+7,694
|
+3%
|
|
|
19
|
Lazard Asset Management
New York
|
$3.33M
|
–
|
–
|
–
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.26M
|
+$56.4K
|
+3,698
|
+2%
|
|
|
21
|
Centaurus Financial
Anaheim,
California
|
$2.97M
|
+$288K
|
+18,845
|
+10%
|
|
|
22
|
General American Investors
New York
|
$2.88M
|
–
|
–
|
–
|
|
|
23
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.78M
|
-$12.7K
|
-832
|
-0.4%
|
|
|
24
|
Menlo Advisors
Menlo Park,
California
|
$2.55M
|
-$14.3K
|
-936
|
-0.5%
|
|
|
25
|
Oppenheimer & Co
New York
|
$2.51M
|
+$474K
|
+31,101
|
+21%
|
|
