|
1
|
|
$124M
|
+$30.1M
|
+1,536,252
|
+30%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
+$1.54M
|
+78,772
|
+9%
|
|
|
3
|
|
$14.3M
|
-$26K
|
-1,328
|
-0.2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$10.3M
|
-$20.8K
|
-1,065
|
-0.2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$8.29M
|
-$60.5K
|
-3,090
|
-0.7%
|
|
|
6
|
Bramshill Investments
Naples,
Florida
|
$8.15M
|
-$352K
|
-17,986
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.13M
|
+$1.98M
|
+101,196
|
+36%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.93M
|
+$54.3K
|
+2,773
|
+0.8%
|
|
|
9
|
|
$6.65M
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$6.22M
|
-$76.3K
|
-3,900
|
-1%
|
|
|
11
|
Penserra Capital Management
Orinda,
California
|
$4.18M
|
-$73.1K
|
-3,735
|
-2%
|
|
|
12
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.91M
|
-$907K
|
-46,337
|
-18%
|
|
|
13
|
Sterneck Capital Management
Kansas City,
Missouri
|
$3.04M
|
+$85.9K
|
+4,388
|
+3%
|
|
|
14
|
Peak Planning Group
Centennial,
Colorado
|
$2.92M
|
+$3.06M
|
+156,223
|
New
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.56M
|
-$64.2K
|
-3,281
|
-2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.52M
|
-$132K
|
-6,769
|
-5%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.74M
|
-$44.9K
|
-2,293
|
-2%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$1.63M
|
+$9.1K
|
+465
|
+0.5%
|
|
|
19
|
Magnus Financial Group
New York
|
$1.59M
|
-$53.2K
|
-2,717
|
-3%
|
|
|
20
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.51M
|
+$286K
|
+14,593
|
+22%
|
|
|
21
|
IHT Wealth Management
Chicago,
Illinois
|
$1.47M
|
-$41K
|
-2,093
|
-3%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$1.47M
|
-$10.2K
|
-519
|
-0.7%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.16M
|
+$21.4K
|
+1,093
|
+2%
|
|
|
24
|
FourThought Financial
Venice,
Florida
|
$1.1M
|
+$128K
|
+6,543
|
+12%
|
|
|
25
|
|
$1.08M
|
–
|
–
|
–
|
|
