|
1
|
|
$80M
|
+$11.2M
|
+501,326
|
+13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$21M
|
+$5M
|
+224,488
|
+24%
|
|
|
3
|
|
$14.6M
|
+$158K
|
+7,092
|
+0.9%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
$12.1M
|
+$2.16M
|
+96,859
|
+17%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.85M
|
+$105K
|
+4,715
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.04M
|
-$482K
|
-21,651
|
-6%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$3.94M
|
+$2.07M
|
+93,137
|
+73%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.4M
|
-$20M
|
-898,583
|
-82%
|
|
|
9
|
Bramshill Investments
Naples,
Florida
|
$3.39M
|
+$4.23M
|
+190,000
|
New
|
|
|
10
|
Sterneck Capital Management
Kansas City,
Missouri
|
$2.83M
|
+$67.6K
|
+3,035
|
+2%
|
|
|
11
|
|
$2.8M
|
+$1.97M
|
+88,646
|
+129%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.6M
|
+$3.78M
|
+169,809
|
New
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$2.52M
|
+$519K
|
+23,323
|
+19%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.27M
|
-$1.01M
|
-45,423
|
-26%
|
|
|
15
|
IHT Wealth Management
Chicago,
Illinois
|
$2.16M
|
+$77.3K
|
+3,470
|
+3%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$1.71M
|
-$131K
|
-5,881
|
-6%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.58M
|
+$290K
|
+13,032
|
+17%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.51M
|
+$413K
|
+18,524
|
+28%
|
|
|
19
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.45M
|
+$1.7M
|
+76,334
|
+1,579%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.03M
|
-$401K
|
-17,998
|
-24%
|
|
|
21
|
Icon Wealth Partners
Houston,
Texas
|
$984K
|
-$11.1K
|
-500
|
-0.9%
|
|
|
22
|
|
$967K
|
+$178K
|
+8,000
|
+17%
|
|
|
23
|
Cooper Financial Group
Irvine,
California
|
$858K
|
+$1.07M
|
+48,100
|
New
|
|
|
24
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$708K
|
+$415K
|
+18,631
|
+89%
|
|
|
25
|
Magnus Financial Group
New York
|
$675K
|
+$842K
|
+37,814
|
New
|
|
