|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$4.19M
|
-$89.6K
|
-5,952
|
-2%
|
|
|
2
|
ProVise Management Group
Clearwater,
Florida
|
$2.33M
|
+$25.8K
|
+1,712
|
+1%
|
|
|
3
|
Wakefield Asset Management
Englewood,
Colorado
|
$2.06M
|
+$169K
|
+11,224
|
+9%
|
|
|
4
|
XML Financial
Bethesda,
Maryland
|
$1.72M
|
–
|
–
|
–
|
|
|
5
|
Gill Capital Partners
Denver,
Colorado
|
$1.7M
|
-$165K
|
-10,981
|
-9%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$1.36M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.1M
|
+$337K
|
+22,421
|
+44%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.03M
|
-$15K
|
-1,000
|
-1%
|
|
|
9
|
|
$996K
|
+$576K
|
+38,286
|
+137%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$868K
|
+$101K
|
+6,694
|
+13%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$651K
|
+$137K
|
+9,105
|
+27%
|
|
|
12
|
Horizon Kinetics Asset Management
New York
|
$626K
|
–
|
–
|
–
|
|
|
13
|
|
$563K
|
+$28.6K
|
+1,902
|
+5%
|
|
|
14
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$512K
|
+$513K
|
+34,069
|
New
|
|
|
15
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$495K
|
-$70.6K
|
-4,692
|
-12%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$471K
|
+$15K
|
+1,000
|
+3%
|
|
|
17
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$461K
|
+$461K
|
+30,665
|
New
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$369K
|
+$369K
|
+24,522
|
New
|
|
|
19
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$335K
|
–
|
–
|
–
|
|
|
20
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$244K
|
-$5.48K
|
-364
|
-2%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$224K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$222K
|
-$41.8K
|
-2,775
|
-16%
|
|
|
23
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$219K
|
+$7.91K
|
+526
|
+4%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$216K
|
-$1.49K
|
-99
|
-0.7%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$207K
|
-$674K
|
-44,788
|
-76%
|
|
