|
1
|
Wells Fargo
San Francisco,
California
|
$18.9M
|
+$3.95M
|
+158,615
|
+27%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.16M
|
+$113K
|
+4,538
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.39M
|
+$720K
|
+28,946
|
+27%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.17M
|
-$113K
|
-4,531
|
-5%
|
|
|
5
|
Bank of New York Mellon
New York
|
$1.83M
|
-$74.6K
|
-2,999
|
-4%
|
|
|
6
|
|
$1.82M
|
+$26.7K
|
+1,074
|
+2%
|
|
|
7
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$1.77M
|
+$153K
|
+6,148
|
+10%
|
|
|
8
|
Advisors Preferred
Rockville,
Maryland
|
$1.46M
|
+$153K
|
+6,140
|
+12%
|
|
|
9
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.4M
|
+$45.9K
|
+1,845
|
+3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.25M
|
+$1.24M
|
+49,844
|
New
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$812K
|
+$639K
|
+25,672
|
+353%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$792K
|
-$67.2K
|
-2,700
|
-8%
|
|
|
13
|
Dean Investment Associates
Beavercreek,
Ohio
|
$718K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$541K
|
-$260K
|
-10,470
|
-33%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$432K
|
-$362K
|
-14,548
|
-46%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$394K
|
+$119K
|
+4,778
|
+44%
|
|
|
17
|
Principal Financial Group
Des Moines,
Iowa
|
$351K
|
–
|
–
|
–
|
|
|
18
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$339K
|
+$55.7K
|
+2,239
|
+20%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$213K
|
-$8.96K
|
-360
|
-4%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$143K
|
+$22.7K
|
+914
|
+19%
|
|
|
21
|
American International Group
New York
|
$76K
|
+$75.6K
|
+3,039
|
New
|
|
|
22
|
Brown Brothers Harriman & Co
New York
|
$63K
|
+$62.2K
|
+2,500
|
New
|
|
|
23
|
|
$17K
|
+$16.4K
|
+660
|
New
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$7.19M
|
-293,133
|
Closed
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$5.78M
|
-235,664
|
Closed
|
|
