|
1
|
Bank of America
Charlotte,
North Carolina
|
$19.1M
|
-$1.31M
|
-108,051
|
-6%
|
|
|
2
|
|
$13.6M
|
-$40.7K
|
-3,369
|
-0.3%
|
|
|
3
|
Rock Creek Group
Washington,
District of Columbia
|
$13.4M
|
+$309K
|
+25,581
|
+2%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.51M
|
+$215K
|
+17,773
|
+2%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$7.38M
|
+$794K
|
+65,742
|
+11%
|
|
|
6
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$6.09M
|
+$227K
|
+18,796
|
+4%
|
|
|
7
|
|
$5.56M
|
+$266K
|
+22,045
|
+5%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.45M
|
+$832K
|
+68,861
|
+21%
|
|
|
9
|
Oaktree Capital Management
Los Angeles,
California
|
$3.96M
|
+$1.14M
|
+94,695
|
+37%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.29M
|
-$128K
|
-10,581
|
-4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.63M
|
+$59.9K
|
+4,962
|
+2%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$2.37M
|
+$12K
|
+990
|
+0.5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.13M
|
+$1.45M
|
+120,077
|
+179%
|
|
|
14
|
Shaker Financial Services
Arlington,
Virginia
|
$1.81M
|
-$94.7K
|
-7,841
|
-5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.76M
|
-$57.7K
|
-4,776
|
-3%
|
|
|
16
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.74M
|
+$4.74K
|
+392
|
+0.3%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$1.35M
|
+$56.6K
|
+4,687
|
+4%
|
|
|
18
|
Circle Wealth Management
Summit,
New Jersey
|
$1.3M
|
+$54.2K
|
+4,486
|
+4%
|
|
|
19
|
Park Avenue Securities
New York
|
$1.24M
|
+$1.32M
|
+109,003
|
New
|
|
|
20
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.14M
|
–
|
–
|
–
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.11M
|
-$65.4K
|
-5,416
|
-5%
|
|
|
22
|
|
$1.1M
|
+$1.17M
|
+96,447
|
New
|
|
|
23
|
Advisors Asset Management
Monument,
Colorado
|
$967K
|
+$427K
|
+35,309
|
+71%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$956K
|
+$64.7K
|
+5,359
|
+7%
|
|
|
25
|
Next Capital Management
New York
|
$833K
|
-$248K
|
-20,492
|
-22%
|
|
