|
1
|
|
$221M
|
+$3.71M
|
+91,558
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$76.2M
|
+$5.41M
|
+133,423
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$49.9M
|
-$1,000K
|
-24,637
|
-2%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$47.1M
|
-$591K
|
-14,566
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$21.4M
|
-$611K
|
-15,058
|
-3%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$20.6M
|
-$1.59M
|
-39,304
|
-7%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.6M
|
+$3.48M
|
+85,884
|
+25%
|
|
|
8
|
Lazard Asset Management
New York
|
$13M
|
-$360K
|
-8,863
|
-3%
|
|
|
9
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$8.59M
|
+$36.5K
|
+900
|
+0.4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.64M
|
+$857K
|
+21,128
|
+12%
|
|
|
11
|
Bickling Financial Services
Lexington,
Massachusetts
|
$7.42M
|
-$725K
|
-17,864
|
-8%
|
|
|
12
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$6.52M
|
-$207K
|
-5,094
|
-3%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.24M
|
–
|
–
|
–
|
|
|
14
|
Rockefeller Capital Management
New York
|
$5.95M
|
+$2.3M
|
+56,685
|
+58%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$5.84M
|
+$340K
|
+8,391
|
+6%
|
|
|
16
|
Karpus Investment Management
Pittsford,
New York
|
$5.77M
|
-$2.63M
|
-64,725
|
-30%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$5.38M
|
-$1.52M
|
-37,474
|
-21%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$5.37M
|
+$98.3K
|
+2,423
|
+2%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.8M
|
+$286K
|
+7,040
|
+8%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.54M
|
+$424K
|
+10,459
|
+13%
|
|
|
21
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.4M
|
+$1.03M
|
+25,372
|
+40%
|
|
|
22
|
First Trust Advisors
Wheaton,
Illinois
|
$3.33M
|
+$38.5K
|
+950
|
+1%
|
|
|
23
|
|
$3.06M
|
-$238K
|
-5,878
|
-7%
|
|
|
24
|
Oppenheimer & Co
New York
|
$2.42M
|
+$166K
|
+4,084
|
+7%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$2.39M
|
+$201K
|
+4,964
|
+9%
|
|
