|
1
|
Mackay Shields LLC
New York
|
$14.7M
|
–
|
–
|
–
|
|
|
2
|
|
$9.56M
|
+$177K
|
+14,970
|
+2%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$6.58M
|
+$1.02M
|
+85,935
|
+18%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.19M
|
-$163K
|
-13,809
|
-3%
|
|
|
5
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$5.09M
|
–
|
–
|
–
|
|
|
6
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$4.7M
|
+$1.59M
|
+134,600
|
+52%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$3.62M
|
+$113K
|
+9,608
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.09M
|
+$12.2K
|
+1,036
|
+0.4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.73M
|
+$442K
|
+37,445
|
+20%
|
|
|
10
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.54M
|
+$224K
|
+18,994
|
+10%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2.26M
|
+$392K
|
+33,221
|
+21%
|
|
|
12
|
Strategic Advisors
New York
|
$2.14M
|
–
|
–
|
–
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.16M
|
+$431K
|
+36,513
|
+60%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$890K
|
-$10K
|
-850
|
-1%
|
|
|
15
|
Allspring Global Investments
Charlotte,
North Carolina
|
$861K
|
–
|
–
|
–
|
|
|
16
|
Clear Point Advisors
Melville,
New York
|
$803K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$634K
|
+$38.6K
|
+3,267
|
+7%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$624K
|
-$100K
|
-8,498
|
-14%
|
|
|
19
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$613K
|
+$116K
|
+9,862
|
+24%
|
|
|
20
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$587K
|
-$48.8K
|
-4,134
|
-8%
|
|
|
21
|
Wealth Effects
Boston,
Massachusetts
|
$485K
|
+$70.9K
|
+6,000
|
+17%
|
|
|
22
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$442K
|
-$3.54M
|
-300,036
|
-89%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$438K
|
+$204K
|
+17,253
|
+88%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$399K
|
-$260K
|
-22,032
|
-40%
|
|
|
25
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$359K
|
+$356K
|
+30,170
|
New
|
|
