|
1
|
|
$21.8M
|
+$1.99M
|
+189,479
|
+10%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$10.5M
|
-$1.48M
|
-140,970
|
-13%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$6.29M
|
-$75.1K
|
-7,130
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.62M
|
+$743K
|
+70,560
|
+16%
|
|
|
5
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.89M
|
-$166K
|
-15,816
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.01M
|
+$97.4K
|
+9,248
|
+3%
|
|
|
7
|
Atria Wealth Solutions
New York
|
$2.79M
|
+$1.09M
|
+103,126
|
+68%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.03M
|
+$147K
|
+13,972
|
+8%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.39M
|
-$39K
|
-3,703
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.32M
|
+$14.1K
|
+1,339
|
+1%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.31M
|
+$856K
|
+81,340
|
+212%
|
|
|
12
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$890K
|
+$26.4K
|
+2,511
|
+3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$814K
|
+$345K
|
+32,803
|
+79%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$751K
|
-$1.2K
|
-114
|
-0.2%
|
|
|
15
|
Cypress Wealth Services
Palm Desert,
California
|
$718K
|
+$691K
|
+65,608
|
New
|
|
|
16
|
Evoke Wealth
Los Angeles,
California
|
$630K
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$606K
|
+$583K
|
+55,395
|
New
|
|
|
18
|
NWF Advisory Services
Los Angeles,
California
|
$537K
|
+$517K
|
+49,094
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$478K
|
-$94.1K
|
-8,943
|
-17%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$465K
|
+$45.8K
|
+4,350
|
+11%
|
|
|
21
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$463K
|
-$69.8K
|
-6,628
|
-14%
|
|
|
22
|
Core Wealth Partners
Santa Rosa,
California
|
$447K
|
–
|
–
|
–
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$430K
|
+$414K
|
+39,280
|
New
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$416K
|
–
|
–
|
–
|
|
|
25
|
Vivaldi Capital Management
Chicago,
Illinois
|
$381K
|
+$263
|
+25
|
+0.1%
|
|
