|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.15M
|
-$319K
|
-22,917
|
-10%
|
|
|
2
|
|
$2.85M
|
+$335K
|
+24,022
|
+14%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.68M
|
+$18.1K
|
+1,303
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.66M
|
+$116K
|
+8,349
|
+8%
|
|
|
5
|
Laidlaw Wealth Management
New York City,
New York
|
$1.49M
|
-$126K
|
-9,023
|
-8%
|
|
|
6
|
Curi RMB Capital
Chicago,
Illinois
|
$1.27M
|
+$319K
|
+22,873
|
+35%
|
|
|
7
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.2M
|
+$404K
|
+29,022
|
+54%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$975K
|
+$108K
|
+7,756
|
+13%
|
|
|
9
|
Ackerman Capital Advisors
Dallas,
Texas
|
$898K
|
+$185K
|
+13,253
|
+27%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$757K
|
+$20.2K
|
+1,450
|
+3%
|
|
|
11
|
Wolverine Asset Management
Chicago,
Illinois
|
$725K
|
-$35.2K
|
-2,527
|
-5%
|
|
|
12
|
Matisse Capital
Portland,
Oregon
|
$548K
|
+$989
|
+71
|
+0.2%
|
|
|
13
|
TriaGen Wealth Management
Calabasas,
California
|
$510K
|
+$492K
|
+35,322
|
New
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$454K
|
+$153K
|
+11,004
|
+53%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$387K
|
+$22.9K
|
+1,643
|
+7%
|
|
|
16
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$384K
|
–
|
–
|
–
|
|
|
17
|
Highlander Capital Management
Short Hills,
New Jersey
|
$217K
|
-$71.9K
|
-5,161
|
-26%
|
|
|
18
|
Landscape Capital Management
Englewood,
New Jersey
|
$214K
|
+$55.4K
|
+3,976
|
+37%
|
|
|
19
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$161K
|
+$6.96K
|
+500
|
+5%
|
|
|
20
|
Equitable Holdings
New York
|
$153K
|
–
|
–
|
–
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$153K
|
+$148K
|
+10,596
|
New
|
|
|
22
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$149K
|
-$25K
|
-1,797
|
-15%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$77K
|
+$1.36K
|
+98
|
+2%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$56K
|
–
|
–
|
–
|
|
|
25
|
International Assets Investment Management
Orlando,
Florida
|
$55K
|
+$53.2K
|
+3,822
|
New
|
|
