|
1
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$7.86M
|
-$133K
|
-9,033
|
-2%
|
|
|
2
|
|
$7.75M
|
+$310K
|
+21,045
|
+4%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.38M
|
+$115K
|
+7,812
|
+2%
|
|
|
4
|
Matisse Capital
Portland,
Oregon
|
$4.91M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.67M
|
-$188K
|
-12,765
|
-5%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.55M
|
-$239K
|
-16,225
|
-9%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.88M
|
+$76K
|
+5,150
|
+4%
|
|
|
8
|
Shaker Financial Services
Arlington,
Virginia
|
$1.78M
|
-$113K
|
-7,650
|
-6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.31M
|
+$65K
|
+4,406
|
+5%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$1.1M
|
+$354K
|
+24,030
|
+48%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.08M
|
–
|
–
|
–
|
|
|
12
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$900K
|
+$674K
|
+45,688
|
+304%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$891K
|
-$33.5K
|
-2,274
|
-4%
|
|
|
14
|
Wealth Alliance
Mellville,
New York
|
$653K
|
-$13.5K
|
-916
|
-2%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$619K
|
-$182K
|
-12,339
|
-23%
|
|
|
16
|
Oppenheimer & Co
New York
|
$541K
|
+$59.1K
|
+4,005
|
+12%
|
|
|
17
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$519K
|
-$7.38K
|
-500
|
-1%
|
|
|
18
|
Hilltop Holdings
Dallas,
Texas
|
$359K
|
-$59K
|
-4,000
|
-14%
|
|
|
19
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$329K
|
-$183K
|
-12,413
|
-36%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$302K
|
-$9.19K
|
-623
|
-3%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$259K
|
-$153K
|
-10,350
|
-37%
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$241K
|
-$21.3K
|
-1,447
|
-8%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$222K
|
–
|
–
|
–
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$222K
|
+$66.7K
|
+4,524
|
+43%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$30K
|
–
|
–
|
–
|
|
