|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$15.3M
|
+$824K
|
+61,800
|
+6%
|
|
|
2
|
|
$8.08M
|
+$309K
|
+23,173
|
+4%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.54M
|
-$321K
|
-24,044
|
-9%
|
|
|
4
|
ProVise Management Group
Clearwater,
Florida
|
$3.52M
|
+$258K
|
+19,374
|
+8%
|
|
|
5
|
|
$1.67M
|
-$190K
|
-14,269
|
-10%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.58M
|
+$1.17M
|
+87,908
|
+321%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$1.57M
|
+$222K
|
+16,648
|
+17%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.53M
|
+$339K
|
+25,411
|
+30%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$1.05M
|
+$300K
|
+22,524
|
+42%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$916K
|
+$481K
|
+36,104
|
+117%
|
|
|
11
|
|
$785K
|
–
|
–
|
–
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$657K
|
-$15.3K
|
-1,150
|
-2%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$525K
|
+$13.3K
|
+1,000
|
+3%
|
|
|
14
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$490K
|
-$90.6K
|
-6,800
|
-16%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$329K
|
-$2.96M
|
-221,877
|
-90%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$327K
|
+$55.2K
|
+4,142
|
+21%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$288K
|
–
|
–
|
–
|
|
|
18
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$258K
|
–
|
–
|
–
|
|
|
19
|
Oppenheimer & Co
New York
|
$248K
|
-$42.7K
|
-3,200
|
-15%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$214K
|
-$9.42K
|
-707
|
-4%
|
|
|
21
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$189K
|
-$38.2K
|
-2,865
|
-17%
|
|
|
22
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$149K
|
+$145K
|
+10,873
|
New
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$148K
|
+$2.08K
|
+156
|
+1%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$88K
|
-$35.4K
|
-2,658
|
-29%
|
|
|
25
|
Next Financial Group
Houston,
Texas
|
$71K
|
+$69.2K
|
+5,189
|
New
|
|
