|
1
|
Rockefeller Capital Management
New York
|
$10M
|
+$3.03M
|
+165,700
|
+45%
|
|
|
2
|
|
$8.02M
|
+$484K
|
+26,459
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.88M
|
-$922K
|
-50,373
|
-25%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.72M
|
+$63.6K
|
+3,475
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.23M
|
+$184K
|
+10,066
|
+9%
|
|
|
6
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.07M
|
-$27.5K
|
-1,500
|
-1%
|
|
|
7
|
1607 Capital Partners
Richmond,
Virginia
|
$1.9M
|
-$498K
|
-27,227
|
-21%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$1.81M
|
+$124K
|
+6,766
|
+7%
|
|
|
9
|
Hara Capital
Bellevue,
Washington
|
$1.7M
|
-$404K
|
-22,090
|
-20%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.6M
|
-$113K
|
-6,185
|
-7%
|
|
|
11
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.51M
|
-$224K
|
-12,217
|
-13%
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.2M
|
+$1.22M
|
+66,683
|
New
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.16M
|
+$22.4K
|
+1,224
|
+2%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$974K
|
-$3.63K
|
-198
|
-0.4%
|
|
|
15
|
VanEck Associates
New York
|
$859K
|
-$194K
|
-10,601
|
-19%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$853K
|
+$73.5K
|
+4,014
|
+10%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$736K
|
+$388K
|
+21,200
|
+117%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$692K
|
+$128
|
+7
|
+0%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$681K
|
-$12.9K
|
-702
|
-2%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$549K
|
+$1.96K
|
+107
|
+0.4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$424K
|
+$45.9K
|
+2,506
|
+12%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$372K
|
-$41.7K
|
-2,277
|
-10%
|
|
|
23
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$345K
|
+$339K
|
+18,500
|
New
|
|
|
24
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$337K
|
–
|
–
|
–
|
|
|
25
|
|
$314K
|
-$208K
|
-11,367
|
-40%
|
|
