|
1
|
Rockefeller Capital Management
New York
|
$10.5M
|
-$373K
|
-19,483
|
-3%
|
|
|
2
|
|
$7.78M
|
+$312K
|
+16,272
|
+4%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$4.65M
|
+$367K
|
+19,183
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.52M
|
+$34.8K
|
+1,819
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.38M
|
-$22.8K
|
-1,191
|
-0.9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.25M
|
-$95.9K
|
-5,007
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.06M
|
+$1.21M
|
+63,307
|
+135%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$1.58M
|
+$785
|
+41
|
+0%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.2M
|
–
|
–
|
–
|
|
|
10
|
VanEck Associates
New York
|
$861K
|
+$632
|
+33
|
+0.1%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$767K
|
+$459
|
+24
|
+0.1%
|
|
|
12
|
Focused Alpha LLC
Denver,
Colorado
|
$764K
|
+$782K
|
+40,835
|
New
|
|
|
13
|
MGO One Seven
Beachwood,
Ohio
|
$758K
|
+$48.9K
|
+2,555
|
+7%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$616K
|
-$55.7K
|
-2,910
|
-8%
|
|
|
15
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$613K
|
–
|
–
|
–
|
|
|
16
|
Merit Financial Group
Alpharetta,
Georgia
|
$610K
|
+$122K
|
+6,392
|
+24%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$593K
|
-$523K
|
-27,340
|
-46%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$592K
|
-$23.4K
|
-1,220
|
-4%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$587K
|
+$2.13K
|
+111
|
+0.4%
|
|
|
20
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$576K
|
-$1.47M
|
-76,584
|
-71%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$552K
|
-$47.5K
|
-2,480
|
-8%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$538K
|
+$35.5K
|
+1,856
|
+7%
|
|
|
23
|
|
$466K
|
+$20.9K
|
+1,094
|
+5%
|
|
|
24
|
Stronghold Wealth Management
Tampa,
Florida
|
$375K
|
+$383K
|
+20,028
|
New
|
|
|
25
|
Aviance Capital Partners
Naples,
Florida
|
$313K
|
+$1.03K
|
+54
|
+0.3%
|
|
