|
1
|
|
$103M
|
+$1.94M
|
+82,557
|
+2%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$42.9M
|
+$27.9M
|
+1,189,799
|
+197%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$24.8M
|
-$84.9K
|
-3,620
|
-0.3%
|
|
|
4
|
|
$15.9M
|
+$489K
|
+20,831
|
+3%
|
|
|
5
|
Bramshill Investments
Naples,
Florida
|
$10.1M
|
-$5.15M
|
-219,401
|
-34%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.41M
|
+$111K
|
+4,730
|
+1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$9.13M
|
+$481K
|
+20,511
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$8.01M
|
-$278K
|
-11,863
|
-3%
|
|
|
9
|
|
$7.93M
|
+$3.03M
|
+129,183
|
+64%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.45M
|
+$58.4K
|
+2,491
|
+1%
|
|
|
11
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$5.01M
|
+$4.91M
|
+209,248
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.89M
|
+$286K
|
+12,208
|
+8%
|
|
|
13
|
Sterneck Capital Management
Kansas City,
Missouri
|
$3.81M
|
-$31.7K
|
-1,350
|
-0.8%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$3.58M
|
+$129K
|
+5,499
|
+4%
|
|
|
15
|
Peak Planning Group
Centennial,
Colorado
|
$2.42M
|
+$52.6K
|
+2,243
|
+2%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.21M
|
+$112K
|
+4,792
|
+5%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$2.17M
|
-$35.6K
|
-1,519
|
-2%
|
|
|
18
|
|
$2.17M
|
-$11.2K
|
-477
|
-0.5%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2M
|
+$76.2K
|
+3,249
|
+4%
|
|
|
20
|
Landscape Capital Management
Englewood,
New Jersey
|
$1.98M
|
+$1.94M
|
+82,498
|
New
|
|
|
21
|
Rockefeller Capital Management
New York
|
$1.5M
|
+$811K
|
+34,579
|
+123%
|
|
|
22
|
FourThought Financial
Venice,
Florida
|
$1.42M
|
+$36.1K
|
+1,540
|
+3%
|
|
|
23
|
|
$1.4M
|
–
|
–
|
–
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.37M
|
+$31.5K
|
+1,344
|
+2%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$1.28M
|
-$880K
|
-37,515
|
-41%
|
|
