|
1
|
|
$19.4M
|
+$2.71M
|
+484,125
|
+17%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$16.3M
|
+$796K
|
+142,175
|
+21%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.08M
|
-$1.3M
|
-231,677
|
-25%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$1.96M
|
-$265K
|
-47,294
|
-12%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.7M
|
+$318K
|
+56,847
|
+24%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.67M
|
-$69K
|
-12,333
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.27M
|
-$4.78K
|
-854
|
-0.4%
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$1.19M
|
-$840K
|
-150,093
|
-42%
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$914K
|
-$129K
|
-22,967
|
-13%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$592K
|
-$954K
|
-170,513
|
-62%
|
|
|
11
|
Shaker Financial Services
Arlington,
Virginia
|
$472K
|
-$1.01M
|
-180,325
|
-69%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$457K
|
-$10.8K
|
-1,934
|
-2%
|
|
|
13
|
|
$408K
|
+$395K
|
+70,640
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$394K
|
+$47.3K
|
+8,448
|
+14%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$358K
|
–
|
–
|
–
|
|
|
16
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$263K
|
+$21.5K
|
+3,848
|
+9%
|
|
|
17
|
Spire Wealth Management
Mclean,
Virginia
|
$261K
|
+$32.9K
|
+5,872
|
+15%
|
|
|
18
|
RB Capital Management
Reno,
Nevada
|
$239K
|
+$4.26K
|
+761
|
+2%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$231K
|
+$1.26K
|
+225
|
+0.6%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$209K
|
+$5.71K
|
+1,020
|
+3%
|
|
|
21
|
Advisor Resource Council
Dallas,
Texas
|
$180K
|
+$174K
|
+31,122
|
New
|
|
|
22
|
Independent Financial Group
San Diego,
California
|
$178K
|
+$58K
|
+10,361
|
+51%
|
|
|
23
|
Financial Advocates Investment Management
Olympia,
Washington
|
$135K
|
-$40.9K
|
-7,300
|
-24%
|
|
|
24
|
|
$132K
|
-$499K
|
-89,164
|
-80%
|
|
|
25
|
Hollencrest Capital Management
Newport Beach,
California
|
$121K
|
–
|
–
|
–
|
|
