|
1
|
Rockefeller Capital Management
New York
|
$10.6M
|
+$65.1K
|
+3,600
|
+0.6%
|
|
|
2
|
|
$7.26M
|
+$44.6K
|
+2,466
|
+0.6%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$3.91M
|
+$209K
|
+11,566
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.5M
|
+$71.6K
|
+3,958
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.42M
|
-$36.6K
|
-2,024
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.31M
|
+$425K
|
+23,507
|
+22%
|
|
|
7
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.24M
|
+$306K
|
+16,939
|
+16%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$1.55M
|
-$143K
|
-7,895
|
-8%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.15M
|
–
|
–
|
–
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$893K
|
+$19.1K
|
+1,058
|
+2%
|
|
|
11
|
VanEck Associates
New York
|
$828K
|
+$4.34K
|
+240
|
+0.5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$751K
|
+$91.9K
|
+5,082
|
+14%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$720K
|
+$22K
|
+1,217
|
+3%
|
|
|
14
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$686K
|
-$50.6K
|
-2,799
|
-7%
|
|
|
15
|
MGO One Seven
Beachwood,
Ohio
|
$684K
|
–
|
–
|
–
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$649K
|
-$9.04K
|
-500
|
-1%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$594K
|
+$597K
|
+32,986
|
New
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$561K
|
-$4.25K
|
-235
|
-0.7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$520K
|
-$20.1K
|
-1,109
|
-4%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$504K
|
-$34.3K
|
-1,895
|
-6%
|
|
|
21
|
Merit Financial Group
Alpharetta,
Georgia
|
$438K
|
+$200K
|
+11,080
|
+84%
|
|
|
22
|
Aviance Capital Partners
Naples,
Florida
|
$324K
|
+$41.8K
|
+2,312
|
+15%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$312K
|
+$45K
|
+2,487
|
+17%
|
|
|
24
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$277K
|
–
|
–
|
–
|
|
|
25
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$227K
|
+$228K
|
+12,615
|
New
|
|
