|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$17.6M
|
+$662K
|
+48,861
|
+4%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$7.98M
|
+$1.35M
|
+99,534
|
+21%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$4.68M
|
+$4.48M
|
+330,435
|
New
|
|
|
4
|
ProVise Management Group
Clearwater,
Florida
|
$4.58M
|
+$144K
|
+10,663
|
+3%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$2.94M
|
-$283K
|
-20,860
|
-9%
|
|
|
6
|
|
$2.36M
|
-$43.1K
|
-3,181
|
-2%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$2.11M
|
-$218K
|
-16,077
|
-10%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.1M
|
+$1.04M
|
+76,400
|
+107%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.54M
|
-$13.5K
|
-994
|
-0.9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.24M
|
+$109K
|
+8,066
|
+10%
|
|
|
11
|
|
$813K
|
–
|
–
|
–
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$781K
|
-$23K
|
-1,695
|
-3%
|
|
|
13
|
|
$664K
|
-$165K
|
-12,192
|
-21%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$612K
|
-$3.96K
|
-292
|
-0.7%
|
|
|
15
|
Oppenheimer & Co
New York
|
$566K
|
-$16.4K
|
-1,208
|
-3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$447K
|
-$16.5K
|
-1,218
|
-4%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$397K
|
-$255K
|
-18,823
|
-40%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$335K
|
+$21.9K
|
+1,620
|
+7%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$329K
|
-$2.87K
|
-212
|
-0.9%
|
|
|
20
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$264K
|
+$30.9K
|
+2,284
|
+14%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$259K
|
+$247K
|
+18,252
|
New
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$194K
|
–
|
–
|
–
|
|
|
23
|
Shaker Financial Services
Arlington,
Virginia
|
$166K
|
-$733K
|
-54,086
|
-82%
|
|
|
24
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$150K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$67K
|
+$21.5K
|
+1,586
|
+51%
|
|
