|
1
|
Allspring Global Investments
Charlotte,
North Carolina
|
$20.6M
|
+$2.27M
|
+166,453
|
+13%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$8.92M
|
-$640K
|
-46,826
|
-7%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.5M
|
+$198K
|
+14,466
|
+6%
|
|
|
4
|
|
$825K
|
-$13.6K
|
-993
|
-2%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$746K
|
+$740K
|
+54,149
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$580K
|
+$13.5K
|
+988
|
+2%
|
|
|
7
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$507K
|
+$34.2K
|
+2,501
|
+7%
|
|
|
8
|
Shaker Financial Services
Arlington,
Virginia
|
$400K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$274K
|
-$6.12K
|
-448
|
-2%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$150K
|
-$915
|
-67
|
-0.6%
|
|
|
11
|
Bridgewealth Advisory Group
Fresno,
California
|
$148K
|
+$3.72K
|
+272
|
+3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$147K
|
+$90.6K
|
+6,637
|
+164%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$142K
|
-$1.95K
|
-143
|
-1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$105K
|
-$10.5K
|
-772
|
-9%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$85.6K
|
+$84.9K
|
+6,215
|
New
|
|
|
16
|
Belpointe Asset Management
Reno,
Nevada
|
$60.1K
|
–
|
–
|
–
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$55.5K
|
–
|
–
|
–
|
|
|
18
|
West Michigan Advisors
Holland,
Michigan
|
$54.2K
|
–
|
–
|
–
|
|
|
19
|
Sollinda Capital Management
Miami,
Florida
|
$50.8K
|
+$1.27K
|
+93
|
+3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$50K
|
-$9.2K
|
-674
|
-16%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$32.1K
|
+$806
|
+59
|
+3%
|
|
|
22
|
Golden State Wealth Management
Santa Ana,
California
|
$32K
|
+$806
|
+59
|
+3%
|
|
|
23
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$24.4K
|
+$642
|
+47
|
+3%
|
|
|
24
|
Rothschild Investment LLC
Chicago,
Illinois
|
$15.2K
|
+$382
|
+28
|
+3%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
+$8.93K
|
+654
|
New
|
|
