|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$3.6M
|
-$42.3K
|
-4,938
|
-1%
|
|
|
2
|
Private Wealth Strategies
New Albany,
Ohio
|
$3.16M
|
+$773K
|
+90,232
|
+33%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.23M
|
+$331K
|
+38,654
|
+37%
|
|
|
4
|
Nuveen
Charlotte,
North Carolina
|
$1.07M
|
–
|
–
|
–
|
|
|
5
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$910K
|
+$19K
|
+2,223
|
+2%
|
|
|
6
|
VanEck Associates
New York
|
$752K
|
+$130K
|
+15,212
|
+21%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$731K
|
-$39.8K
|
-4,641
|
-5%
|
|
|
8
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$729K
|
+$96.2K
|
+11,225
|
+15%
|
|
|
9
|
Capital Investment Advisors
Atlanta,
Georgia
|
$715K
|
-$13.6K
|
-1,582
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$655K
|
+$10.6K
|
+1,235
|
+2%
|
|
|
11
|
Cottage Street Advisors
Marion,
Massachusetts
|
$552K
|
-$17.5K
|
-2,045
|
-3%
|
|
|
12
|
Moors & Cabot
Boston,
Massachusetts
|
$544K
|
+$129K
|
+15,000
|
+31%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$475K
|
+$76.5K
|
+8,928
|
+19%
|
|
|
14
|
|
$409K
|
+$8.57K
|
+1,000
|
+2%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$391K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$370K
|
+$2.02K
|
+236
|
+0.6%
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$355K
|
–
|
–
|
–
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$265K
|
+$171K
|
+20,000
|
+187%
|
|
|
19
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$224K
|
+$137K
|
+16,000
|
+160%
|
|
|
20
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$208K
|
-$50.1K
|
-5,843
|
-19%
|
|
|
21
|
Gill Capital Partners
Denver,
Colorado
|
$203K
|
+$202K
|
+23,529
|
New
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$171K
|
–
|
–
|
–
|
|
|
23
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$170K
|
–
|
–
|
–
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$162K
|
+$9.13K
|
+1,065
|
+6%
|
|
|
25
|
J.W. Cole Advisors
Tampa,
Florida
|
$151K
|
+$150K
|
+17,500
|
New
|
|
