|
1
|
Wells Fargo
San Francisco,
California
|
$24.9M
|
+$4.88M
|
+192,372
|
+24%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$8.15M
|
+$752K
|
+29,652
|
+10%
|
|
|
3
|
Tortoise Investment Management
White Plains,
New York
|
$7.91M
|
+$375K
|
+14,800
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.76M
|
+$377K
|
+14,874
|
+11%
|
|
|
5
|
Bank of New York Mellon
New York
|
$3.72M
|
+$532K
|
+20,997
|
+17%
|
|
|
6
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$2.4M
|
+$294K
|
+11,598
|
+14%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.8M
|
-$337K
|
-13,278
|
-16%
|
|
|
8
|
|
$1.74M
|
-$112K
|
-4,411
|
-6%
|
|
|
9
|
Dean Investment Associates
Beavercreek,
Ohio
|
$722K
|
–
|
–
|
–
|
|
|
10
|
|
$660K
|
-$534K
|
-21,041
|
-45%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$624K
|
+$1.83K
|
+72
|
+0.3%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$518K
|
-$15.5K
|
-610
|
-3%
|
|
|
13
|
Occidental Asset Management
Burlingame,
California
|
$501K
|
–
|
–
|
–
|
|
|
14
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$413K
|
+$14.3K
|
+562
|
+4%
|
|
|
15
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$339K
|
–
|
–
|
–
|
|
|
16
|
Darwin Wealth Management
Tampa,
Florida
|
$298K
|
+$299K
|
+11,800
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$255K
|
-$735
|
-29
|
-0.3%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$254K
|
-$186K
|
-7,342
|
-42%
|
|
|
19
|
Mather Group
Chicago,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
20
|
Advisors Preferred
Rockville,
Maryland
|
$243K
|
+$892K
|
+35,180
|
+58%
|
|
|
21
|
WealthSource Partners
San Luis Obispo,
California
|
$239K
|
+$240K
|
+9,465
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$203K
|
+$1.17K
|
+46
|
+0.6%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$148K
|
-$334K
|
-13,163
|
-69%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$95K
|
–
|
–
|
–
|
|
|
25
|
|
$17K
|
–
|
–
|
–
|
|
