|
1
|
Bank of America
Charlotte,
North Carolina
|
$40.4M
|
+$2.69M
|
+119,676
|
+6%
|
|
|
2
|
|
$32.7M
|
+$1.32M
|
+58,942
|
+4%
|
|
|
3
|
Mackay Shields LLC
New York
|
$28.8M
|
-$2.1M
|
-93,546
|
-6%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$20.7M
|
+$2.08M
|
+92,833
|
+10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$19.4M
|
+$1.22M
|
+54,578
|
+6%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$13.1M
|
+$53.4K
|
+2,379
|
+0.4%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$12.1M
|
-$315K
|
-14,053
|
-2%
|
|
|
8
|
WealthBridge Capital Management
Westerville,
Ohio
|
$11.2M
|
–
|
–
|
–
|
|
|
9
|
Narwhal Capital Management
Marietta,
Georgia
|
$10.9M
|
+$339K
|
+15,101
|
+3%
|
|
|
10
|
VanEck Associates
New York
|
$6.49M
|
+$1.41M
|
+62,762
|
+25%
|
|
|
11
|
Veritable
Wilmington,
Delaware
|
$5.09M
|
+$307K
|
+13,682
|
+6%
|
|
|
12
|
Gill Capital Partners
Denver,
Colorado
|
$4.43M
|
+$516K
|
+23,013
|
+12%
|
|
|
13
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$4.4M
|
+$195K
|
+8,695
|
+4%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.07M
|
-$70.5K
|
-3,141
|
-2%
|
|
|
15
|
XML Financial
Bethesda,
Maryland
|
$3.74M
|
+$4.09M
|
+182,261
|
New
|
|
|
16
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$3.53M
|
-$74.1K
|
-3,304
|
-2%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$3.41M
|
+$332K
|
+14,813
|
+10%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.08M
|
+$722K
|
+32,185
|
+27%
|
|
|
19
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$2.94M
|
+$2.77M
|
+123,251
|
+611%
|
|
|
20
|
Covington Capital Management
Los Angeles,
California
|
$2.91M
|
–
|
–
|
–
|
|
|
21
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$2.59M
|
+$34.7K
|
+1,547
|
+1%
|
|
|
22
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.57M
|
+$455K
|
+20,266
|
+19%
|
|
|
23
|
Waterfront Wealth
Overland Park,
Kansas
|
$2.44M
|
+$1.06M
|
+47,441
|
+66%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.43M
|
+$147K
|
+6,561
|
+6%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.19M
|
+$188K
|
+8,358
|
+9%
|
|
