|
1
|
|
$102M
|
-$1.39M
|
-62,053
|
-1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$25M
|
-$3.37M
|
-150,051
|
-13%
|
|
|
3
|
|
$15.4M
|
+$751K
|
+33,483
|
+6%
|
|
|
4
|
Bramshill Investments
Naples,
Florida
|
$15.4M
|
+$4.4M
|
+196,201
|
+44%
|
|
|
5
|
Parametric Portfolio Associates
Seattle,
Washington
|
$14.5M
|
-$542K
|
-24,154
|
-4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.34M
|
-$156K
|
-6,948
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.68M
|
+$4.79M
|
+213,383
|
+145%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$8.33M
|
-$74.9K
|
-3,338
|
-1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.41M
|
+$359K
|
+16,025
|
+8%
|
|
|
10
|
|
$4.86M
|
+$854K
|
+38,093
|
+23%
|
|
|
11
|
Sterneck Capital Management
Kansas City,
Missouri
|
$3.86M
|
+$58.1K
|
+2,590
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.62M
|
+$594K
|
+26,467
|
+21%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$3.46M
|
-$69.3K
|
-3,090
|
-2%
|
|
|
14
|
Peak Planning Group
Centennial,
Colorado
|
$2.38M
|
+$243K
|
+10,820
|
+12%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$2.22M
|
+$16K
|
+713
|
+0.8%
|
|
|
16
|
|
$2.21M
|
+$1.65M
|
+73,493
|
+398%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$2.19M
|
-$84K
|
-3,744
|
-4%
|
|
|
18
|
|
$2.19M
|
-$7.11K
|
-317
|
-0.3%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.1M
|
-$13.1K
|
-586
|
-0.7%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.93M
|
+$116K
|
+5,172
|
+7%
|
|
|
21
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.41M
|
-$47.1K
|
-2,100
|
-3%
|
|
|
22
|
|
$1.41M
|
-$78.5K
|
-3,500
|
-6%
|
|
|
23
|
FourThought Financial
Venice,
Florida
|
$1.39M
|
+$1.3M
|
+57,860
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.34M
|
-$3.99K
|
-178
|
-0.3%
|
|
|
25
|
IHT Wealth Management
Chicago,
Illinois
|
$1.29M
|
-$534K
|
-23,805
|
-31%
|
|
