|
1
|
|
$20.5M
|
+$390K
|
+15,848
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.61M
|
+$130K
|
+5,290
|
+5%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$2.06M
|
-$44.8K
|
-1,818
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.97M
|
+$202K
|
+8,216
|
+12%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.68M
|
-$57.5K
|
-2,334
|
-3%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$825K
|
+$43K
|
+1,746
|
+6%
|
|
|
7
|
VanEck Associates
New York
|
$694K
|
+$54.6K
|
+2,218
|
+9%
|
|
|
8
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$602K
|
-$49.3K
|
-2,000
|
-8%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$601K
|
-$2.14K
|
-87
|
-0.4%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$509K
|
-$87.5K
|
-3,551
|
-15%
|
|
|
11
|
Narwhal Capital Management
Marietta,
Georgia
|
$476K
|
+$468K
|
+18,987
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$469K
|
+$116K
|
+4,700
|
+34%
|
|
|
13
|
|
$438K
|
+$430K
|
+17,462
|
New
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$289K
|
+$284K
|
+11,537
|
New
|
|
|
15
|
&Partners
Nashville,
Tennessee
|
$278K
|
–
|
–
|
–
|
|
|
16
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$248K
|
+$244K
|
+9,891
|
New
|
|
|
17
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$226K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$121K
|
–
|
–
|
–
|
|
|
19
|
|
$100K
|
–
|
–
|
–
|
|
|
20
|
Westside Investment Management
Santa Monica,
California
|
$33.5K
|
–
|
–
|
–
|
|
|
21
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
–
|
-$1.81M
|
-73,404
|
Closed
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$734K
|
-29,799
|
Closed
|
|
