|
1
|
Bank of America
Charlotte,
North Carolina
|
$42.2M
|
+$4.16M
|
+168,127
|
+10%
|
|
|
2
|
Mackay Shields LLC
New York
|
$35.3M
|
-$1.74M
|
-70,381
|
-4%
|
|
|
3
|
|
$33.2M
|
+$1.16M
|
+46,867
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$22.1M
|
-$2.13M
|
-86,180
|
-8%
|
|
|
5
|
Allspring Global Investments
Charlotte,
North Carolina
|
$19.1M
|
+$697K
|
+28,158
|
+4%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$14.3M
|
+$6.17M
|
+249,269
|
+70%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$14.2M
|
+$326K
|
+13,167
|
+2%
|
|
|
8
|
Narwhal Capital Management
Marietta,
Georgia
|
$12.5M
|
-$151K
|
-6,087
|
-1%
|
|
|
9
|
WealthBridge Capital Management
Westerville,
Ohio
|
$11M
|
+$344K
|
+13,909
|
+3%
|
|
|
10
|
VanEck Associates
New York
|
$6.92M
|
-$2.84M
|
-114,666
|
-28%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$6.64M
|
-$481K
|
-19,425
|
-6%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.78M
|
+$261K
|
+10,539
|
+5%
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$5.54M
|
-$68.2K
|
-2,757
|
-1%
|
|
|
14
|
|
$5.01M
|
+$1.71M
|
+69,270
|
+49%
|
|
|
15
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$4.6M
|
+$99.2K
|
+4,012
|
+2%
|
|
|
16
|
Gill Capital Partners
Denver,
Colorado
|
$4.56M
|
+$63K
|
+2,546
|
+1%
|
|
|
17
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$4.24M
|
+$34.1K
|
+1,379
|
+0.8%
|
|
|
18
|
XML Financial
Bethesda,
Maryland
|
$4.21M
|
-$208K
|
-8,400
|
-5%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.5M
|
+$14.3K
|
+579
|
+0.4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.07M
|
-$305K
|
-12,337
|
-9%
|
|
|
21
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$3.02M
|
-$5.24M
|
-211,882
|
-62%
|
|
|
22
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$2.86M
|
+$97.3K
|
+3,934
|
+3%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.75M
|
+$83.4K
|
+3,370
|
+3%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$2.38M
|
+$351K
|
+14,188
|
+16%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.33M
|
+$2.17M
|
+87,918
|
+816%
|
|
