|
1
|
|
$12.4M
|
+$293K
|
+14,382
|
+2%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$9.33M
|
+$637K
|
+31,228
|
+7%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$5.61M
|
-$16.3K
|
-800
|
-0.3%
|
|
|
4
|
Cornerstone Advisors
Asheville,
North Carolina
|
$3.1M
|
-$1.32M
|
-64,597
|
-29%
|
|
|
5
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.29M
|
-$68.5K
|
-3,356
|
-3%
|
|
|
6
|
|
$2.14M
|
-$146K
|
-7,145
|
-6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.35M
|
+$223K
|
+10,927
|
+19%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.26M
|
-$181K
|
-8,857
|
-12%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.02M
|
+$214K
|
+10,484
|
+26%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$1M
|
-$82.4K
|
-4,037
|
-7%
|
|
|
11
|
First Trust Advisors
Wheaton,
Illinois
|
$982K
|
+$31.6K
|
+1,550
|
+3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$657K
|
+$57.7K
|
+2,830
|
+9%
|
|
|
13
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$552K
|
-$13.3K
|
-654
|
-2%
|
|
|
14
|
American International Group
New York
|
$510K
|
-$87.8K
|
-4,305
|
-14%
|
|
|
15
|
Advisors Asset Management
Monument,
Colorado
|
$374K
|
+$162K
|
+7,962
|
+74%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$227K
|
+$11K
|
+541
|
+5%
|
|
|
17
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$99K
|
–
|
–
|
–
|
|
|
18
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$86K
|
+$367
|
+18
|
+0.4%
|
|
|
19
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$80K
|
–
|
–
|
–
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$67K
|
+$14.9K
|
+730
|
+28%
|
|
|
21
|
WFG Advisors
Dallas,
Texas
|
$46K
|
+$46.9K
|
+2,300
|
New
|
|
|
22
|
Shamrock Asset Management
Dallas,
Texas
|
$40K
|
+$20K
|
+980
|
+98%
|
|
|
23
|
New England Securities
New York
|
$34K
|
+$34.7K
|
+1,700
|
New
|
|
|
24
|
Next Financial Group
Houston,
Texas
|
$27K
|
–
|
–
|
–
|
|
|
25
|
Gary Goldberg Planning Services
Suffern,
New York
|
$20K
|
–
|
–
|
–
|
|
