|
1
|
Mackay Shields LLC
New York
|
$3.66M
|
–
|
–
|
–
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$2.84M
|
+$1.11M
|
+124,528
|
+64%
|
|
|
3
|
Private Wealth Strategies
New Albany,
Ohio
|
$2.06M
|
+$2.07M
|
+231,594
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.59M
|
-$90.9K
|
-10,171
|
-5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.27M
|
+$195K
|
+21,851
|
+18%
|
|
|
6
|
Nuveen
Charlotte,
North Carolina
|
$1.1M
|
–
|
–
|
–
|
|
|
7
|
Karpus Investment Management
Pittsford,
New York
|
$1.04M
|
-$915K
|
-102,376
|
-47%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$872K
|
+$29.9K
|
+3,349
|
+4%
|
|
|
9
|
VanEck Associates
New York
|
$691K
|
-$91.4K
|
-10,220
|
-12%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$676K
|
-$2.33K
|
-261
|
-0.3%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$530K
|
-$18.7K
|
-2,086
|
-3%
|
|
|
12
|
|
$416K
|
+$52.7K
|
+5,894
|
+14%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$380K
|
+$33.2K
|
+3,712
|
+10%
|
|
|
14
|
ProVise Management Group
Clearwater,
Florida
|
$379K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$330K
|
+$18.4K
|
+2,060
|
+6%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$256K
|
+$257K
|
+28,765
|
New
|
|
|
17
|
Ackerman Capital Advisors
Dallas,
Texas
|
$250K
|
+$252K
|
+28,206
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$204K
|
+$20.7K
|
+2,318
|
+11%
|
|
|
19
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$175K
|
–
|
–
|
–
|
|
|
20
|
|
$117K
|
–
|
–
|
–
|
|
|
21
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$117K
|
+$117K
|
+13,121
|
New
|
|
|
22
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$107K
|
-$109K
|
-12,200
|
-50%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$107K
|
+$108K
|
+12,049
|
New
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$101K
|
–
|
–
|
–
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$93K
|
–
|
–
|
–
|
|
