|
1
|
Advisor Group
Phoenix,
Arizona
|
$3.97M
|
+$441K
|
+10,808
|
+10%
|
|
|
2
|
|
$3.42M
|
+$956K
|
+23,447
|
+30%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.15M
|
-$1.36M
|
-33,383
|
-35%
|
|
|
4
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.08M
|
+$114K
|
+2,801
|
+10%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$751K
|
+$912K
|
+22,372
|
New
|
|
|
6
|
|
$711K
|
+$57.4K
|
+1,408
|
+7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$659K
|
+$106K
|
+2,590
|
+15%
|
|
|
8
|
Curi RMB Capital
Chicago,
Illinois
|
$534K
|
+$461K
|
+11,309
|
+258%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$337K
|
+$12.1K
|
+297
|
+3%
|
|
|
10
|
CWA Asset Management Group
Naples,
Florida
|
$300K
|
+$140K
|
+3,429
|
+64%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$236K
|
-$1.54M
|
-37,682
|
-84%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$203K
|
+$37.9K
|
+929
|
+18%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$196K
|
+$235K
|
+5,753
|
New
|
|
|
14
|
Matisse Capital
Portland,
Oregon
|
$118K
|
-$53K
|
-1,300
|
-27%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$106K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$90K
|
+$204
|
+5
|
+0.2%
|
|
|
17
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$59K
|
-$15.6K
|
-383
|
-18%
|
|
|
18
|
Squar Milner Financial Services
Irvine,
California
|
$43K
|
–
|
–
|
–
|
|
|
19
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$40K
|
-$10.8K
|
-264
|
-19%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9K
|
-$2.04K
|
-50
|
-17%
|
|
|
21
|
Wolverine Asset Management
Chicago,
Illinois
|
$9K
|
+$11K
|
+270
|
New
|
|
|
22
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$8K
|
–
|
–
|
–
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
-$4.08K
|
-100
|
-36%
|
|
|
24
|
Bruderman Asset Management
Locust Valley,
New York
|
$2K
|
+$2.04K
|
+50
|
New
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
