|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$3.51M
|
+$655K
|
+78,738
|
+23%
|
|
|
2
|
Private Wealth Strategies
New Albany,
Ohio
|
$2.3M
|
-$81.5K
|
-9,797
|
-3%
|
|
|
3
|
Nuveen
Charlotte,
North Carolina
|
$1.03M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$865K
|
-$541K
|
-65,009
|
-38%
|
|
|
5
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$859K
|
+$858K
|
+103,200
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$744K
|
-$1.12M
|
-135,218
|
-60%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$702K
|
-$31.1K
|
-3,740
|
-4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$621K
|
-$9.54K
|
-1,147
|
-2%
|
|
|
9
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$609K
|
+$579K
|
+69,562
|
+1,896%
|
|
|
10
|
VanEck Associates
New York
|
$598K
|
+$18.6K
|
+2,239
|
+3%
|
|
|
11
|
Cottage Street Advisors
Marion,
Massachusetts
|
$549K
|
+$549K
|
+66,043
|
New
|
|
|
12
|
Moors & Cabot
Boston,
Massachusetts
|
$400K
|
+$41.6K
|
+5,000
|
+12%
|
|
|
13
|
|
$386K
|
-$52.5K
|
-6,313
|
-12%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$383K
|
-$14K
|
-1,689
|
-4%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$377K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$354K
|
+$52.8K
|
+6,343
|
+17%
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$343K
|
–
|
–
|
–
|
|
|
18
|
Financial Advocates Investment Management
Olympia,
Washington
|
$311K
|
+$311K
|
+37,400
|
New
|
|
|
19
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$249K
|
+$249K
|
+29,981
|
New
|
|
|
20
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$164K
|
–
|
–
|
–
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$162K
|
+$541
|
+65
|
+0.3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$147K
|
-$51.6K
|
-6,201
|
-26%
|
|
|
23
|
|
$109K
|
–
|
–
|
–
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$89K
|
-$122K
|
-14,653
|
-58%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$87K
|
–
|
–
|
–
|
|
