|
1
|
Rockefeller Capital Management
New York
|
$10.4M
|
+$619K
|
+33,622
|
+6%
|
|
|
2
|
|
$6.41M
|
-$756K
|
-41,091
|
-10%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$3.58M
|
+$3.74M
|
+203,305
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.69M
|
+$166K
|
+9,023
|
+6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.15M
|
-$166K
|
-9,038
|
-7%
|
|
|
6
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.89M
|
-$65.8K
|
-3,576
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.73M
|
+$238K
|
+12,947
|
+15%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$1.67M
|
-$23.1K
|
-1,255
|
-1%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.21M
|
-$225K
|
-12,250
|
-16%
|
|
|
10
|
VanEck Associates
New York
|
$975K
|
+$161K
|
+8,740
|
+19%
|
|
|
11
|
Wolverine Asset Management
Chicago,
Illinois
|
$862K
|
+$901K
|
+48,950
|
New
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$855K
|
+$109K
|
+5,902
|
+14%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$767K
|
-$156K
|
-8,501
|
-16%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$695K
|
+$44.3K
|
+2,408
|
+7%
|
|
|
15
|
MGO One Seven
Beachwood,
Ohio
|
$668K
|
+$698K
|
+37,960
|
New
|
|
|
16
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$631K
|
-$549K
|
-29,865
|
-45%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$599K
|
-$542K
|
-29,442
|
-46%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$589K
|
+$258
|
+14
|
+0%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$512K
|
+$2.04K
|
+111
|
+0.4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$501K
|
+$1.21K
|
+66
|
+0.2%
|
|
|
21
|
Millennium Management
New York
|
$279K
|
–
|
–
|
–
|
|
|
22
|
|
$272K
|
+$284K
|
+15,434
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$272K
|
+$26.1K
|
+1,420
|
+10%
|
|
|
24
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$271K
|
–
|
–
|
–
|
|
|
25
|
Aviance Capital Partners
Naples,
Florida
|
$260K
|
+$1.62K
|
+88
|
+0.6%
|
|
