|
1
|
|
$93.1M
|
-$2.39M
|
-118,857
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$29.1M
|
+$3.83M
|
+190,491
|
+16%
|
|
|
3
|
|
$14M
|
-$3.2M
|
-158,985
|
-19%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
$13.4M
|
-$1.03M
|
-51,353
|
-8%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.51M
|
+$313K
|
+15,563
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.87M
|
-$324K
|
-16,094
|
-5%
|
|
|
7
|
Bramshill Investments
Naples,
Florida
|
$5.59M
|
+$1.45M
|
+72,255
|
+38%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.36M
|
+$283K
|
+14,076
|
+7%
|
|
|
9
|
Sterneck Capital Management
Kansas City,
Missouri
|
$3.35M
|
-$30.2K
|
-1,500
|
-0.9%
|
|
|
10
|
|
$3.35M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$3.15M
|
+$65.7K
|
+3,269
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.96M
|
+$231K
|
+11,500
|
+9%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.71M
|
-$853K
|
-42,425
|
-25%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$2.11M
|
+$1.8M
|
+89,420
|
+935%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$2.04M
|
+$1.47K
|
+73
|
+0.1%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$2.04M
|
-$2.52M
|
-125,457
|
-57%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.87M
|
-$17K
|
-845
|
-1%
|
|
|
18
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.73M
|
-$45.8K
|
-2,278
|
-3%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.5M
|
-$292K
|
-14,530
|
-17%
|
|
|
20
|
IHT Wealth Management
Chicago,
Illinois
|
$1.41M
|
-$1.11M
|
-54,990
|
-45%
|
|
|
21
|
|
$1.34M
|
+$1.27M
|
+63,110
|
New
|
|
|
22
|
Icon Wealth Partners
Houston,
Texas
|
$1.18M
|
–
|
–
|
–
|
|
|
23
|
|
$1.16M
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.13M
|
-$101K
|
-5,022
|
-9%
|
|
|
25
|
Cooper Financial Group
Irvine,
California
|
$1.03M
|
+$3.08K
|
+153
|
+0.3%
|
|
