|
1
|
|
$33.2M
|
+$35.7M
|
+1,852,281
|
New
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$15.6M
|
+$16.8M
|
+870,605
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.8M
|
+$15.9M
|
+824,656
|
New
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.2M
|
+$11M
|
+570,215
|
New
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$5.41M
|
+$5.83M
|
+302,397
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.5M
|
+$2.7M
|
+139,875
|
New
|
|
|
7
|
EPIQ Partners
Minneapolis,
Minnesota
|
$1.08M
|
+$1.16M
|
+60,375
|
New
|
|
|
8
|
Bank of New York Mellon
New York
|
$988K
|
+$1.06M
|
+55,200
|
New
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$890K
|
+$951K
|
+49,316
|
New
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$448K
|
+$482K
|
+25,000
|
New
|
|
|
11
|
Tiedemann Advisors
New York
|
$448K
|
+$482K
|
+25,000
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$438K
|
+$472K
|
+24,500
|
New
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$367K
|
+$395K
|
+20,480
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$282K
|
+$304K
|
+15,750
|
New
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$224K
|
+$240K
|
+12,475
|
New
|
|
|
16
|
Grove Bank & Trust
Miami,
Florida
|
$224K
|
+$241K
|
+12,500
|
New
|
|
|
17
|
|
$179K
|
+$193K
|
+10,000
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$90K
|
+$96.4K
|
+5,000
|
New
|
|
|
19
|
Larson Financial Group
St Louis,
Missouri
|
$36K
|
+$38.6K
|
+2,000
|
New
|
|
|
20
|
Edge Wealth Management
New York
|
$9K
|
+$9.37K
|
+486
|
New
|
|
