|
1
|
|
$115M
|
+$5.11M
|
+205,244
|
+5%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$40.9M
|
+$480K
|
+19,289
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$26.7M
|
+$1.84M
|
+73,708
|
+7%
|
|
|
4
|
|
$16.7M
|
+$94.1K
|
+3,780
|
+0.6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$15.5M
|
+$4.38M
|
+176,002
|
+39%
|
|
|
6
|
Bramshill Investments
Naples,
Florida
|
$11.1M
|
-$1.98M
|
-79,426
|
-15%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$9.86M
|
+$495K
|
+19,892
|
+5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.86M
|
-$32.3K
|
-1,299
|
-0.4%
|
|
|
9
|
|
$8.62M
|
+$249K
|
+10,000
|
+3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$7.92M
|
+$106K
|
+4,254
|
+1%
|
|
|
11
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$6.73M
|
-$553K
|
-22,195
|
-7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.72M
|
+$103K
|
+4,141
|
+2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.62M
|
+$319K
|
+12,793
|
+10%
|
|
|
14
|
Penserra Capital Management
Orinda,
California
|
$3.22M
|
+$45.2K
|
+1,815
|
+1%
|
|
|
15
|
Peak Planning Group
Centennial,
Colorado
|
$3.2M
|
+$271K
|
+10,901
|
+9%
|
|
|
16
|
Sterneck Capital Management
Kansas City,
Missouri
|
$2.77M
|
+$12.7K
|
+508
|
+0.5%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.46M
|
+$40.6K
|
+1,632
|
+2%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.34M
|
+$22.9K
|
+919
|
+1%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$2.19M
|
-$143K
|
-5,742
|
-6%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$1.83M
|
+$28.7K
|
+1,152
|
+2%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$1.78M
|
+$121K
|
+4,850
|
+7%
|
|
|
22
|
Icon Wealth Partners
Houston,
Texas
|
$1.52M
|
+$398
|
+16
|
+0%
|
|
|
23
|
IHT Wealth Management
Chicago,
Illinois
|
$1.49M
|
+$77.1K
|
+3,096
|
+5%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.43M
|
+$86.7K
|
+3,480
|
+6%
|
|
|
25
|
|
$1.42M
|
+$49.8K
|
+2,000
|
+4%
|
|
