|
1
|
|
$2.62M
|
-$661K
|
-47,064
|
-19%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.21M
|
+$539K
|
+38,380
|
+30%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.24M
|
+$1.31M
|
+92,957
|
New
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$963K
|
+$259K
|
+18,447
|
+34%
|
|
|
5
|
Wakefield Asset Management
Englewood,
Colorado
|
$895K
|
+$160K
|
+11,405
|
+20%
|
|
|
6
|
Mutual Advisors
Omaha,
Nebraska
|
$851K
|
+$325K
|
+23,134
|
+57%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$639K
|
+$6.91K
|
+492
|
+1%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$611K
|
+$646K
|
+46,000
|
New
|
|
|
9
|
VanEck Associates
New York
|
$582K
|
-$98.8K
|
-7,031
|
-14%
|
|
|
10
|
Greytown Advisors
Miami,
Florida
|
$570K
|
–
|
–
|
–
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$552K
|
+$11.1K
|
+793
|
+2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$538K
|
-$13.9K
|
-988
|
-2%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$456K
|
-$161K
|
-11,451
|
-25%
|
|
|
14
|
Cresset Asset Management
Chicago,
Illinois
|
$395K
|
–
|
–
|
–
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$387K
|
-$15.5K
|
-1,100
|
-4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$383K
|
+$21.4K
|
+1,526
|
+6%
|
|
|
17
|
Ranch Capital Advisors
Sarasota,
Florida
|
$374K
|
–
|
–
|
–
|
|
|
18
|
Nuveen
Charlotte,
North Carolina
|
$227K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$189K
|
–
|
–
|
–
|
|
|
20
|
AllianceBernstein
Nashville,
Tennessee
|
$175K
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$158K
|
+$167K
|
+11,900
|
New
|
|
|
22
|
Insight Wealth Strategies
San Ramon,
California
|
$157K
|
+$1.24K
|
+88
|
+0.7%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$152K
|
–
|
–
|
–
|
|
|
24
|
Successful Portfolios
Clearwater,
Florida
|
$142K
|
–
|
–
|
–
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$140K
|
–
|
–
|
–
|
|
