|
1
|
Wells Fargo
San Francisco,
California
|
$20.2M
|
+$1.05M
|
+41,708
|
+6%
|
|
|
2
|
Tortoise Investment Management
White Plains,
New York
|
$7.6M
|
+$7.53M
|
+298,638
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.46M
|
+$3.21M
|
+127,382
|
+77%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.41M
|
-$23.7K
|
-940
|
-0.7%
|
|
|
5
|
Bank of New York Mellon
New York
|
$3.21M
|
+$1.34M
|
+53,230
|
+73%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.14M
|
-$50.4K
|
-1,998
|
-2%
|
|
|
7
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$2.13M
|
+$333K
|
+13,202
|
+19%
|
|
|
8
|
|
$1.87M
|
+$24.5K
|
+973
|
+1%
|
|
|
9
|
Advisors Preferred
Rockville,
Maryland
|
$1.55M
|
+$74.6K
|
+2,960
|
+5%
|
|
|
10
|
|
$1.2M
|
+$1.19M
|
+47,196
|
New
|
|
|
11
|
Dean Investment Associates
Beavercreek,
Ohio
|
$728K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$629K
|
-$173K
|
-6,848
|
-22%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$537K
|
+$98.8K
|
+3,919
|
+23%
|
|
|
14
|
Occidental Asset Management
Burlingame,
California
|
$505K
|
+$500K
|
+19,850
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$484K
|
+$479K
|
+19,010
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$443K
|
+$439K
|
+17,394
|
New
|
|
|
17
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$402K
|
+$56.8K
|
+2,254
|
+17%
|
|
|
18
|
Principal Financial Group
Des Moines,
Iowa
|
$356K
|
–
|
–
|
–
|
|
|
19
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$342K
|
-$1.07M
|
-42,341
|
-76%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$258K
|
+$255K
|
+10,124
|
New
|
|
|
21
|
Mather Group
Chicago,
Illinois
|
$254K
|
+$252K
|
+9,997
|
New
|
|
|
22
|
American Economic Planning Group
Warren,
New Jersey
|
$221K
|
+$219K
|
+8,699
|
New
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$216K
|
–
|
–
|
–
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$204K
|
-$629K
|
-24,932
|
-76%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$95K
|
+$94.7K
|
+3,756
|
New
|
|
