|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$4.36M
|
-$472K
|
-29,881
|
-10%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$2.4M
|
+$2.47M
|
+156,519
|
New
|
|
|
3
|
ProVise Management Group
Clearwater,
Florida
|
$2.35M
|
+$69.5K
|
+4,400
|
+3%
|
|
|
4
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.93M
|
-$8.07K
|
-511
|
-0.4%
|
|
|
5
|
Gill Capital Partners
Denver,
Colorado
|
$1.9M
|
+$442
|
+28
|
+0%
|
|
|
6
|
XML Financial
Bethesda,
Maryland
|
$1.75M
|
+$1.8M
|
+114,206
|
New
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$1.39M
|
–
|
–
|
–
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.06M
|
+$31.6K
|
+2,000
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$898K
|
-$144K
|
-9,105
|
-13%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$782K
|
-$1.55M
|
-98,025
|
-66%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$779K
|
+$629K
|
+39,848
|
+362%
|
|
|
12
|
Horizon Kinetics Asset Management
New York
|
$638K
|
–
|
–
|
–
|
|
|
13
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$576K
|
–
|
–
|
–
|
|
|
14
|
|
$545K
|
-$28.5K
|
-1,803
|
-5%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$524K
|
-$187K
|
-11,844
|
-26%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$493K
|
-$641K
|
-40,610
|
-56%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$464K
|
+$267K
|
+16,936
|
+126%
|
|
|
18
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$462K
|
+$4.77K
|
+302
|
+1%
|
|
|
19
|
|
$429K
|
+$442K
|
+27,993
|
New
|
|
|
20
|
Advisors Asset Management
Monument,
Colorado
|
$356K
|
-$596K
|
-37,761
|
-62%
|
|
|
21
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$341K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$269K
|
-$95
|
-6
|
-0%
|
|
|
23
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$255K
|
–
|
–
|
–
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$229K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$223K
|
+$154K
|
+9,768
|
+207%
|
|
