|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$130M
|
+$8.39M
|
+243,265
|
+8%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.02M
|
+$64K
|
+1,854
|
+1%
|
|
|
3
|
|
$3.25M
|
+$2.87M
|
+83,213
|
New
|
|
|
4
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.99M
|
-$1.04M
|
-30,186
|
-28%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
+$273K
|
+7,914
|
+41%
|
|
|
6
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$709K
|
+$54.9K
|
+1,592
|
+10%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$644K
|
-$2.45M
|
-71,085
|
-81%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$341K
|
–
|
–
|
–
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$315K
|
+$278K
|
+8,061
|
New
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$244K
|
+$216K
|
+6,248
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$235K
|
+$207K
|
+6,000
|
New
|
|
|
12
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$149K
|
-$14.7K
|
-425
|
-10%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$134K
|
-$6.21K
|
-180
|
-5%
|
|
|
14
|
American Portfolios Advisors
Holbrook,
New York
|
$76.1K
|
-$19.8K
|
-575
|
-23%
|
|
|
15
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$60K
|
+$53.8K
|
+1,560
|
New
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$52K
|
+$45.7K
|
+1,325
|
New
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$50K
|
–
|
–
|
–
|
|
|
18
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$37K
|
+$33.3K
|
+965
|
New
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$18K
|
+$69
|
+2
|
+0.4%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$18K
|
+$5.55K
|
+161
|
+55%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$8K
|
+$7.18K
|
+208
|
New
|
|
|
22
|
Fortis Advisors
Wayne,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
23
|
LifePlan Financial Group
Dayton,
Ohio
|
$3K
|
-$449
|
-13
|
-15%
|
|
|
24
|
|
$1K
|
+$1.1K
|
+32
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$887K
|
-30,882
|
Closed
|
|
