|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$3.79M
|
+$520K
|
+60,836
|
+17%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$3.55M
|
-$150K
|
-17,489
|
-4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.27M
|
+$4.58K
|
+536
|
+0.4%
|
|
|
4
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.18M
|
+$1.14M
|
+132,745
|
New
|
|
|
5
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$981K
|
+$44.6K
|
+5,211
|
+5%
|
|
|
6
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$757K
|
+$7.24K
|
+846
|
+1%
|
|
|
7
|
VanEck Associates
New York
|
$755K
|
-$17K
|
-1,986
|
-2%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$735K
|
+$462
|
+54
|
+0.1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$682K
|
+$9.1K
|
+1,064
|
+1%
|
|
|
10
|
Moors & Cabot
Boston,
Massachusetts
|
$603K
|
+$42.8K
|
+5,000
|
+8%
|
|
|
11
|
Cottage Street Advisors
Marion,
Massachusetts
|
$506K
|
-$59.9K
|
-7,000
|
-11%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$488K
|
+$547
|
+64
|
+0.1%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$441K
|
+$430K
|
+50,292
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$430K
|
-$311K
|
-36,342
|
-43%
|
|
|
15
|
|
$417K
|
-$3.85K
|
-450
|
-0.9%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$402K
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$401K
|
+$20K
|
+2,333
|
+5%
|
|
|
18
|
ProVise Management Group
Clearwater,
Florida
|
$358K
|
-$6.84K
|
-800
|
-2%
|
|
|
19
|
Wolverine Asset Management
Chicago,
Illinois
|
$315K
|
+$266K
|
+31,121
|
+699%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$248K
|
-$23.1K
|
-2,697
|
-9%
|
|
|
21
|
Gill Capital Partners
Denver,
Colorado
|
$208K
|
–
|
–
|
–
|
|
|
22
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$195K
|
-$34.2K
|
-4,000
|
-15%
|
|
|
23
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$181K
|
-$32K
|
-3,743
|
-16%
|
|
|
24
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$173K
|
–
|
–
|
–
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$158K
|
–
|
–
|
–
|
|
