|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$16.3M
|
-$485K
|
-33,967
|
-3%
|
|
|
2
|
|
$4.34M
|
-$1.08M
|
-75,864
|
-20%
|
|
|
3
|
ProVise Management Group
Clearwater,
Florida
|
$4.34M
|
+$335K
|
+23,476
|
+9%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.97M
|
-$889K
|
-62,251
|
-23%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$2.52M
|
+$410K
|
+28,722
|
+20%
|
|
|
6
|
|
$2.08M
|
+$495K
|
+34,637
|
+32%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.06M
|
+$226K
|
+15,815
|
+13%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.5M
|
+$14.1K
|
+988
|
+1%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.17M
|
+$986K
|
+69,031
|
+629%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.03M
|
+$14.5K
|
+1,015
|
+1%
|
|
|
11
|
|
$841K
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$839K
|
-$241K
|
-16,847
|
-23%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$626K
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$600K
|
-$9.5K
|
-665
|
-2%
|
|
|
15
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$379K
|
–
|
–
|
–
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$369K
|
+$3.94K
|
+276
|
+1%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$314K
|
-$26.1K
|
-1,829
|
-8%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$310K
|
+$9.93K
|
+695
|
+3%
|
|
|
19
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$268K
|
-$8.57K
|
-600
|
-3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$262K
|
-$28.6K
|
-2,005
|
-10%
|
|
|
21
|
Oppenheimer & Co
New York
|
$260K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$231K
|
+$91.3K
|
+6,390
|
+68%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$213K
|
+$50.6K
|
+3,545
|
+32%
|
|
|
24
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$155K
|
–
|
–
|
–
|
|
|
25
|
Shaker Financial Services
Arlington,
Virginia
|
$147K
|
+$143K
|
+10,015
|
New
|
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