|
1
|
Rockefeller Capital Management
New York
|
$10.4M
|
-$32K
|
-1,700
|
-0.3%
|
|
|
2
|
|
$9.89M
|
+$1.88M
|
+99,967
|
+23%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$4.08M
|
-$321K
|
-17,058
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.53M
|
-$123K
|
-6,540
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.52M
|
+$36.7K
|
+1,950
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.45M
|
-$49.8K
|
-2,651
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.84M
|
-$199K
|
-10,601
|
-10%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$1.34M
|
+$3.06K
|
+163
|
+0.2%
|
|
|
9
|
MGO One Seven
Beachwood,
Ohio
|
$1.14M
|
+$385K
|
+20,481
|
+51%
|
|
|
10
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.11M
|
-$93.9K
|
-4,996
|
-8%
|
|
|
11
|
Focused Alpha LLC
Denver,
Colorado
|
$875K
|
+$4.36K
|
+232
|
+0.5%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$766K
|
+$11.7K
|
+621
|
+2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$728K
|
+$353K
|
+18,792
|
+94%
|
|
|
14
|
Merit Financial Group
Alpharetta,
Georgia
|
$718K
|
+$3.16K
|
+168
|
+0.4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$689K
|
+$35.2K
|
+1,872
|
+5%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$616K
|
+$30.4K
|
+1,618
|
+5%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$532K
|
-$58.5K
|
-3,110
|
-10%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$505K
|
–
|
–
|
–
|
|
|
19
|
|
$456K
|
-$10.2K
|
-543
|
-2%
|
|
|
20
|
Arax Advisory Partners
Denver,
Colorado
|
$449K
|
+$450K
|
+23,928
|
New
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$445K
|
+$175K
|
+9,327
|
+65%
|
|
|
22
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$410K
|
–
|
–
|
–
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$406K
|
+$46.6K
|
+2,478
|
+13%
|
|
|
24
|
Stronghold Wealth Management
Tampa,
Florida
|
$364K
|
-$14.6K
|
-777
|
-4%
|
|
|
25
|
Aviance Capital Partners
Naples,
Florida
|
$299K
|
-$20.8K
|
-1,107
|
-6%
|
|
