|
1
|
|
$109M
|
+$1.02M
|
+41,269
|
+1%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$42.6M
|
-$2.39M
|
-96,694
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$26.3M
|
+$373K
|
+15,119
|
+1%
|
|
|
4
|
|
$17.3M
|
+$657K
|
+26,610
|
+4%
|
|
|
5
|
Bramshill Investments
Naples,
Florida
|
$12.2M
|
+$1.57M
|
+63,616
|
+15%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
+$218K
|
+8,850
|
+2%
|
|
|
7
|
|
$8.32M
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$8.26M
|
-$1.3M
|
-52,492
|
-14%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$8.07M
|
-$326K
|
-13,230
|
-4%
|
|
|
10
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$6.63M
|
+$1.35M
|
+54,785
|
+26%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$6.14M
|
+$425K
|
+17,238
|
+8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$3.77M
|
+$18K
|
+730
|
+0.5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.68M
|
-$396K
|
-16,066
|
-10%
|
|
|
14
|
Sterneck Capital Management
Kansas City,
Missouri
|
$3.67M
|
-$394K
|
-15,984
|
-10%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$2.56M
|
+$274K
|
+11,104
|
+12%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.19M
|
-$129K
|
-5,211
|
-6%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.14M
|
+$49.6K
|
+2,012
|
+2%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$1.7M
|
+$126K
|
+5,114
|
+8%
|
|
|
19
|
|
$1.67M
|
-$587K
|
-23,771
|
-26%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.61M
|
+$177K
|
+7,163
|
+13%
|
|
|
21
|
Icon Wealth Partners
Houston,
Texas
|
$1.55M
|
+$301K
|
+12,216
|
+25%
|
|
|
22
|
FourThought Financial
Venice,
Florida
|
$1.49M
|
-$4.32K
|
-175
|
-0.3%
|
|
|
23
|
|
$1.47M
|
–
|
–
|
–
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$1.4M
|
+$50.4K
|
+2,044
|
+4%
|
|
|
25
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.37M
|
+$319K
|
+12,948
|
+31%
|
|
