|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.6M
|
+$691K
|
+47,325
|
+10%
|
|
|
2
|
|
$7.37M
|
+$80.3K
|
+5,497
|
+1%
|
|
|
3
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$7.26M
|
-$132K
|
-9,051
|
-2%
|
|
|
4
|
Matisse Capital
Portland,
Oregon
|
$4.46M
|
-$160K
|
-10,921
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.16M
|
-$300K
|
-20,542
|
-8%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.99M
|
-$428K
|
-29,288
|
-17%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.81M
|
+$51.6K
|
+3,531
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.33M
|
+$103K
|
+7,043
|
+8%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.2M
|
+$194K
|
+13,311
|
+18%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$1.14M
|
+$105K
|
+7,200
|
+10%
|
|
|
11
|
Aristides Capital
Louisville,
Kentucky
|
$1.08M
|
+$1.13M
|
+77,246
|
New
|
|
|
12
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.04M
|
+$1.09M
|
+74,860
|
New
|
|
|
13
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$884K
|
+$39.5K
|
+2,706
|
+4%
|
|
|
14
|
Parametric Portfolio Associates
Seattle,
Washington
|
$755K
|
+$182K
|
+12,467
|
+30%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$691K
|
-$153K
|
-10,504
|
-17%
|
|
|
16
|
Wealth Alliance
Mellville,
New York
|
$615K
|
+$1.27K
|
+87
|
+0.2%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$594K
|
+$623K
|
+42,641
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$544K
|
+$571K
|
+39,092
|
New
|
|
|
19
|
Oppenheimer & Co
New York
|
$509K
|
+$540
|
+37
|
+0.1%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$418K
|
+$183K
|
+12,500
|
+71%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$319K
|
+$36.8K
|
+2,519
|
+12%
|
|
|
22
|
Hilltop Holdings
Dallas,
Texas
|
$316K
|
-$22.6K
|
-1,550
|
-6%
|
|
|
23
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$309K
|
–
|
–
|
–
|
|
|
24
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$294K
|
-$203K
|
-13,900
|
-40%
|
|
|
25
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$248K
|
+$833
|
+57
|
+0.3%
|
|
