|
1
|
|
$94M
|
+$3.11M
|
+130,844
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$25.7M
|
+$1.13M
|
+47,620
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$22.5M
|
+$225K
|
+9,475
|
+1%
|
|
|
4
|
|
$19.1M
|
+$950K
|
+39,934
|
+5%
|
|
|
5
|
Parametric Portfolio Associates
Seattle,
Washington
|
$13.7M
|
+$1.16M
|
+48,831
|
+9%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.95M
|
+$225K
|
+9,443
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.5M
|
+$281K
|
+11,831
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.08M
|
-$483K
|
-20,294
|
-11%
|
|
|
9
|
Sterneck Capital Management
Kansas City,
Missouri
|
$3.67M
|
-$248K
|
-10,413
|
-6%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$2.99M
|
-$259K
|
-10,881
|
-8%
|
|
|
11
|
Shaker Financial Services
Arlington,
Virginia
|
$2.92M
|
+$2.19M
|
+92,026
|
+291%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$2.86M
|
-$761K
|
-31,989
|
-21%
|
|
|
13
|
IHT Wealth Management
Chicago,
Illinois
|
$2.77M
|
-$24.6K
|
-1,036
|
-0.9%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.6M
|
+$476K
|
+20,000
|
+22%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$2.4M
|
+$2.42M
|
+101,746
|
New
|
|
|
16
|
Landscape Capital Management
Englewood,
New Jersey
|
$2.25M
|
+$2.26M
|
+95,224
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.79M
|
-$1.65M
|
-69,445
|
-48%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.79M
|
+$23K
|
+969
|
+1%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.78M
|
-$76.6K
|
-3,222
|
-4%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$1.74M
|
-$12.9K
|
-541
|
-0.7%
|
|
|
21
|
|
$1.61M
|
–
|
–
|
–
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.56M
|
+$253K
|
+10,619
|
+19%
|
|
|
23
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.37M
|
+$1.38M
|
+58,023
|
New
|
|
|
24
|
Icon Wealth Partners
Houston,
Texas
|
$1.31M
|
-$52.3K
|
-2,200
|
-4%
|
|
|
25
|
|
$1.09M
|
–
|
–
|
–
|
|
