|
1
|
|
$180M
|
+$11.9M
|
+429,750
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$137M
|
+$17.6M
|
+637,344
|
+16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$78.5M
|
-$1.11M
|
-39,985
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$32M
|
+$272K
|
+9,815
|
+0.9%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.5M
|
+$238K
|
+8,606
|
+1%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$9.76M
|
-$2.39M
|
-86,392
|
-20%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.72M
|
+$1.72M
|
+62,117
|
+46%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$5.71M
|
+$495K
|
+17,892
|
+10%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$5.3M
|
+$2.36M
|
+85,185
|
+87%
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$4.95M
|
-$433K
|
-15,645
|
-8%
|
|
|
11
|
EPIQ Partners
Minneapolis,
Minnesota
|
$4.93M
|
+$30.4K
|
+1,100
|
+0.6%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$3.63M
|
+$95.4K
|
+3,449
|
+3%
|
|
|
13
|
City of London Investment Management
London,
United Kingdom
|
$3.59M
|
+$667K
|
+24,100
|
+24%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$3.21M
|
-$230K
|
-8,324
|
-7%
|
|
|
15
|
Matisse Capital
Portland,
Oregon
|
$3.09M
|
-$498K
|
-18,000
|
-14%
|
|
|
16
|
|
$2.73M
|
+$695K
|
+25,109
|
+36%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$2.24M
|
-$192K
|
-6,932
|
-8%
|
|
|
18
|
First Trust Advisors
Wheaton,
Illinois
|
$2.24M
|
+$51.4K
|
+1,859
|
+2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.7M
|
+$206K
|
+7,446
|
+14%
|
|
|
20
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.52M
|
+$11.1K
|
+401
|
+0.8%
|
|
|
21
|
|
$1.48M
|
-$702K
|
-25,367
|
-33%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.3M
|
+$937K
|
+33,875
|
+309%
|
|
|
23
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$1.23M
|
-$75.2K
|
-2,717
|
-6%
|
|
|
24
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1.15M
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.05M
|
+$92K
|
+3,325
|
+10%
|
|
