|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$4.92M
|
+$97.1K
|
+6,363
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2.33M
|
+$384K
|
+25,193
|
+20%
|
|
|
3
|
ProVise Management Group
Clearwater,
Florida
|
$2.33M
|
+$39.8K
|
+2,611
|
+2%
|
|
|
4
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.98M
|
+$46K
|
+3,014
|
+2%
|
|
|
5
|
Gill Capital Partners
Denver,
Colorado
|
$1.94M
|
-$81.1K
|
-5,320
|
-4%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$1.63M
|
-$1.96M
|
-128,220
|
-55%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$1.42M
|
–
|
–
|
–
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.14M
|
-$89.7K
|
-5,878
|
-7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.06M
|
-$31.5K
|
-2,065
|
-3%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.06M
|
+$45.8K
|
+3,000
|
+5%
|
|
|
11
|
Advisors Asset Management
Monument,
Colorado
|
$955K
|
-$30.2K
|
-1,982
|
-3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$911K
|
+$42.4K
|
+2,783
|
+5%
|
|
|
13
|
Park Avenue Securities
New York
|
$898K
|
+$39.8K
|
+2,612
|
+5%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$721K
|
-$367K
|
-24,088
|
-34%
|
|
|
15
|
Horizon Kinetics Asset Management
New York
|
$652K
|
–
|
–
|
–
|
|
|
16
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$588K
|
–
|
–
|
–
|
|
|
17
|
|
$585K
|
+$182K
|
+11,934
|
+47%
|
|
|
18
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$467K
|
+$4.76K
|
+312
|
+1%
|
|
|
19
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$348K
|
–
|
–
|
–
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$314K
|
-$323K
|
-21,175
|
-51%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$275K
|
+$1.19K
|
+78
|
+0.4%
|
|
|
22
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$260K
|
+$254K
|
+16,626
|
New
|
|
|
23
|
Capital Investment Advisors
Atlanta,
Georgia
|
$234K
|
+$53.4K
|
+3,500
|
+31%
|
|
|
24
|
Denver PWM
Denver,
Colorado
|
$217K
|
+$211K
|
+13,802
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$214K
|
+$12.5K
|
+819
|
+6%
|
|
