|
1
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$7.73M
|
+$354K
|
+25,693
|
+5%
|
|
|
2
|
|
$7.2M
|
+$516K
|
+37,434
|
+8%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.03M
|
+$1.35M
|
+97,996
|
+25%
|
|
|
4
|
Matisse Capital
Portland,
Oregon
|
$4.75M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.73M
|
-$263K
|
-19,061
|
-7%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.7M
|
+$2.6M
|
+188,451
|
New
|
|
|
7
|
Shaker Financial Services
Arlington,
Virginia
|
$1.83M
|
-$674K
|
-48,903
|
-28%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.74M
|
+$168K
|
+12,169
|
+11%
|
|
|
9
|
Aristides Capital
Louisville,
Kentucky
|
$1.58M
|
-$11.3K
|
-820
|
-0.7%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.21M
|
+$638K
|
+46,341
|
+122%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.05M
|
+$3.44K
|
+250
|
+0.3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$895K
|
+$9.99K
|
+725
|
+1%
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$776K
|
+$745K
|
+54,083
|
New
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$722K
|
+$693K
|
+50,350
|
New
|
|
|
15
|
Wealth Alliance
Mellville,
New York
|
$645K
|
-$26.3K
|
-1,906
|
-4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$594K
|
+$33.7K
|
+2,446
|
+6%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$570K
|
+$19.3K
|
+1,402
|
+4%
|
|
|
18
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$509K
|
+$489K
|
+35,500
|
New
|
|
|
19
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$496K
|
-$99.2K
|
-7,200
|
-17%
|
|
|
20
|
Oppenheimer & Co
New York
|
$466K
|
+$54.2K
|
+3,933
|
+14%
|
|
|
21
|
Hilltop Holdings
Dallas,
Texas
|
$405K
|
+$76.4K
|
+5,550
|
+24%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$399K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$301K
|
-$4.38K
|
-318
|
-1%
|
|
|
24
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$266K
|
+$592
|
+43
|
+0.2%
|
|
|
25
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$216K
|
+$207K
|
+15,046
|
New
|
|
