|
1
|
|
$99.6M
|
+$3.92M
|
+245,469
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$92.4M
|
+$1.4M
|
+87,541
|
+2%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$48.5M
|
+$49M
|
+3,072,086
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$26.4M
|
+$5.04M
|
+315,880
|
+23%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.5M
|
+$1.9M
|
+118,894
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$19.9M
|
+$5.48M
|
+343,597
|
+37%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$13M
|
+$753K
|
+47,232
|
+6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$11.5M
|
+$68K
|
+4,265
|
+0.6%
|
|
|
9
|
Advisors Asset Management
Monument,
Colorado
|
$11.3M
|
-$908K
|
-56,953
|
-7%
|
|
|
10
|
Lazard Asset Management
New York
|
$8.79M
|
+$1.04M
|
+65,046
|
+13%
|
|
|
11
|
Modern Wealth Management
Lenexa,
Kansas
|
$8.5M
|
+$8.58M
|
+537,859
|
New
|
|
|
12
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$7.65M
|
-$7.82K
|
-490
|
-0.1%
|
|
|
13
|
Guggenheim Capital
Chicago,
Illinois
|
$7.07M
|
+$55.4K
|
+3,472
|
+0.8%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.95M
|
+$188K
|
+11,777
|
+3%
|
|
|
15
|
Waterfront Wealth
Overland Park,
Kansas
|
$6.75M
|
+$371K
|
+23,238
|
+6%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.33M
|
-$483K
|
-30,284
|
-10%
|
|
|
17
|
Allspring Global Investments
Charlotte,
North Carolina
|
$3.97M
|
-$2.16M
|
-135,242
|
-35%
|
|
|
18
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.55M
|
+$63.2K
|
+3,964
|
+2%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.52M
|
+$82.1K
|
+5,149
|
+2%
|
|
|
20
|
Menlo Advisors
Menlo Park,
California
|
$3.18M
|
–
|
–
|
–
|
|
|
21
|
Karpus Investment Management
Pittsford,
New York
|
$3.1M
|
+$33.7K
|
+2,114
|
+1%
|
|
|
22
|
Rothschild Investment LLC
Chicago,
Illinois
|
$3.08M
|
+$265K
|
+16,637
|
+9%
|
|
|
23
|
RB Capital Management
Reno,
Nevada
|
$2.66M
|
+$167K
|
+10,467
|
+7%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$2.62M
|
+$1.46M
|
+91,586
|
+123%
|
|
|
25
|
Oppenheimer & Co
New York
|
$2.62M
|
+$245K
|
+15,367
|
+10%
|
|
