|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.67M
|
+$2.33M
|
+116,023
|
+48%
|
|
|
2
|
|
$5.58M
|
+$333K
|
+16,589
|
+6%
|
|
|
3
|
XML Financial
Bethesda,
Maryland
|
$2.98M
|
+$3.2M
|
+159,221
|
New
|
|
|
4
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$2.86M
|
+$99.6K
|
+4,959
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.39M
|
+$703
|
+35
|
+0%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.38M
|
+$924
|
+46
|
+0%
|
|
|
7
|
Eaton Vance Management
Boston,
Massachusetts
|
$2.01M
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.64M
|
-$118K
|
-5,876
|
-6%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$1.62M
|
–
|
–
|
–
|
|
|
10
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.61M
|
–
|
–
|
–
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$1.03M
|
-$15.4K
|
-768
|
-1%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$936K
|
+$13.8K
|
+685
|
+1%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$803K
|
-$43.2K
|
-2,150
|
-5%
|
|
|
14
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$706K
|
-$26.4K
|
-1,316
|
-3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$587K
|
+$11.4K
|
+567
|
+2%
|
|
|
16
|
VanEck Associates
New York
|
$529K
|
+$27.8K
|
+1,382
|
+5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$501K
|
–
|
–
|
–
|
|
|
18
|
Merit Financial Group
Alpharetta,
Georgia
|
$490K
|
–
|
–
|
–
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$482K
|
-$43.7K
|
-2,176
|
-8%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$465K
|
-$18.4K
|
-914
|
-4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$423K
|
–
|
–
|
–
|
|
|
22
|
Andrew Hill Investment Advisors
Naples,
Florida
|
$410K
|
–
|
–
|
–
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$346K
|
-$1M
|
-49,991
|
-73%
|
|
|
24
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$306K
|
-$6.03K
|
-300
|
-2%
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
$303K
|
–
|
–
|
–
|
|
