|
1
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$9.65M
|
+$558K
|
+45,895
|
+6%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$9.46M
|
-$726K
|
-59,726
|
-7%
|
|
|
3
|
|
$8.45M
|
+$325K
|
+26,699
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.97M
|
-$287K
|
-23,634
|
-4%
|
|
|
5
|
|
$6.75M
|
-$2.18M
|
-179,228
|
-25%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.97M
|
+$371K
|
+30,498
|
+7%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$4.4M
|
-$282K
|
-23,226
|
-6%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.29M
|
-$3.73M
|
-307,018
|
-48%
|
|
|
9
|
Relative Value Partners Group
|
$4.06M
|
-$1.17M
|
-96,514
|
-23%
|
|
|
10
|
Advisors Asset Management
Monument,
Colorado
|
$3.58M
|
-$522K
|
-42,899
|
-13%
|
|
|
11
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$3.09M
|
+$2.97M
|
+244,123
|
New
|
|
|
12
|
Jones Road Capital Management
New York
|
$2.9M
|
+$1.04M
|
+85,822
|
+60%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.76M
|
+$108K
|
+8,889
|
+4%
|
|
|
14
|
Byrne Asset Management
Kingston,
New Jersey
|
$2.13M
|
-$1.36M
|
-111,470
|
-40%
|
|
|
15
|
Graypoint LLC
Albany,
New York
|
$2.12M
|
+$59.5K
|
+4,896
|
+3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.97M
|
-$155K
|
-12,725
|
-8%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.94M
|
+$638K
|
+52,480
|
+52%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$1.78M
|
-$151K
|
-12,434
|
-8%
|
|
|
19
|
|
$1.66M
|
+$307K
|
+25,261
|
+24%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$1.64M
|
-$73.5K
|
-6,049
|
-4%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.64M
|
-$160K
|
-13,188
|
-9%
|
|
|
22
|
Congress Park Capital
Saratoga Springs,
New York
|
$1.61M
|
+$180K
|
+14,822
|
+13%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.49M
|
-$18.3K
|
-1,502
|
-1%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.15M
|
+$1.06M
|
+87,095
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$920K
|
-$107K
|
-8,789
|
-11%
|
|
