|
1
|
Rockefeller Capital Management
New York
|
$10.5M
|
+$369K
|
+19,700
|
+4%
|
|
|
2
|
|
$7.65M
|
-$440K
|
-23,471
|
-5%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.19M
|
+$434K
|
+23,159
|
+16%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.72M
|
-$188K
|
-10,038
|
-7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.48M
|
+$221K
|
+11,802
|
+10%
|
|
|
6
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.09M
|
–
|
–
|
–
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$1.81M
|
-$20.8K
|
-1,111
|
-1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.61M
|
+$919
|
+49
|
+0.1%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.43M
|
+$230K
|
+12,250
|
+18%
|
|
|
10
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.24M
|
-$284K
|
-15,143
|
-19%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.2M
|
+$22.7K
|
+1,211
|
+2%
|
|
|
12
|
1607 Capital Partners
Richmond,
Virginia
|
$1.01M
|
-$905K
|
-48,260
|
-47%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$983K
|
–
|
–
|
–
|
|
|
14
|
VanEck Associates
New York
|
$867K
|
+$13.1K
|
+700
|
+2%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$865K
|
+$3.06K
|
+163
|
+0.4%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$805K
|
+$61.9K
|
+3,300
|
+8%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$699K
|
+$150
|
+8
|
+0%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$631K
|
-$56K
|
-2,986
|
-8%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$547K
|
-$7.89K
|
-421
|
-1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$536K
|
+$107K
|
+5,727
|
+25%
|
|
|
21
|
Bessemer Group
Woodbridge,
New Jersey
|
$355K
|
+$309K
|
+16,500
|
+729%
|
|
|
22
|
Millennium Management
New York
|
$299K
|
–
|
–
|
–
|
|
|
23
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$290K
|
-$49.5K
|
-2,642
|
-15%
|
|
|
24
|
Aviance Capital Partners
Naples,
Florida
|
$277K
|
+$16.7K
|
+889
|
+6%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$265K
|
-$111K
|
-5,899
|
-30%
|
|
