|
1
|
Bank of America
Charlotte,
North Carolina
|
$20.2M
|
+$3.97M
|
+269,778
|
+24%
|
|
|
2
|
|
$15.5M
|
+$464K
|
+31,538
|
+3%
|
|
|
3
|
Penserra Capital Management
Orinda,
California
|
$9.51M
|
+$9.59M
|
+652,388
|
New
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.49M
|
+$269K
|
+18,323
|
+3%
|
|
|
5
|
Invesco Senior Secured Management
New York
|
$8.32M
|
–
|
–
|
–
|
|
|
6
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$7.42M
|
-$140K
|
-9,523
|
-2%
|
|
|
7
|
|
$5.52M
|
-$2.81M
|
-190,907
|
-34%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.07M
|
-$1.97M
|
-133,637
|
-28%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.93M
|
-$426K
|
-28,996
|
-8%
|
|
|
10
|
Guggenheim Capital
Chicago,
Illinois
|
$4.8M
|
+$728K
|
+49,477
|
+18%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.44M
|
+$171K
|
+11,640
|
+4%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$3.34M
|
+$199K
|
+13,564
|
+6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.16M
|
+$100K
|
+6,833
|
+3%
|
|
|
14
|
Intersect Capital
San Ramon,
California
|
$3.12M
|
-$87.5K
|
-5,951
|
-3%
|
|
|
15
|
Advisors Asset Management
Monument,
Colorado
|
$1.95M
|
-$887K
|
-60,335
|
-31%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.85M
|
+$195K
|
+13,243
|
+12%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.71M
|
+$83.1K
|
+5,650
|
+5%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$1.57M
|
+$10.1K
|
+689
|
+0.6%
|
|
|
19
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.09M
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$996K
|
-$884K
|
-60,105
|
-47%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$938K
|
-$18.8K
|
-1,281
|
-2%
|
|
|
22
|
Wealthspire Advisors (New York)
New York
|
$853K
|
–
|
–
|
–
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$720K
|
+$241K
|
+16,419
|
+50%
|
|
|
24
|
Garner Asset Management Corp
Plano,
Texas
|
$670K
|
–
|
–
|
–
|
|
|
25
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$619K
|
+$143K
|
+9,725
|
+30%
|
|
