|
1
|
Bank of America
Charlotte,
North Carolina
|
$221M
|
-$5.57M
|
-376,803
|
-3%
|
|
|
2
|
Jordan Park Group
San Francisco,
California
|
$149M
|
+$1.51M
|
+101,965
|
+1%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$83.9M
|
-$403K
|
-27,316
|
-0.5%
|
|
|
4
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$15M
|
+$683K
|
+46,252
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.5M
|
-$27.6M
|
-1,868,829
|
-69%
|
|
|
6
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.58M
|
-$95.7K
|
-6,476
|
-2%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.97M
|
+$40.7K
|
+2,757
|
+1%
|
|
|
8
|
Tidal Investments
Milwaukee,
Wisconsin
|
$3.56M
|
+$3.28M
|
+222,365
|
+1,711%
|
|
|
9
|
CSat Investment Advisory
Detroit,
Michigan
|
$3.36M
|
+$3.28M
|
+222,365
|
New
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$3.06M
|
-$64.6K
|
-4,372
|
-2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.54M
|
+$106K
|
+7,145
|
+4%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.77M
|
-$113K
|
-7,630
|
-6%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.25M
|
+$628K
|
+42,511
|
+106%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$1.17M
|
+$813K
|
+55,031
|
+247%
|
|
|
15
|
Venturi Wealth Management
Austin,
Texas
|
$1.04M
|
–
|
–
|
–
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1.04M
|
+$305K
|
+20,636
|
+43%
|
|
|
17
|
SVB Wealth
Boston,
Massachusetts
|
$948K
|
+$927K
|
+62,768
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$819K
|
-$125K
|
-8,479
|
-14%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$763K
|
+$382K
|
+25,896
|
+105%
|
|
|
20
|
Valicenti Advisory Services
Elmira,
New York
|
$705K
|
+$689K
|
+46,665
|
New
|
|
|
21
|
|
$350K
|
+$169K
|
+11,457
|
+98%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$348K
|
+$340K
|
+23,020
|
New
|
|
|
23
|
Biltmore Family Office
Charlotte,
North Carolina
|
$264K
|
+$258K
|
+17,500
|
New
|
|
|
24
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$248K
|
-$11.5K
|
-780
|
-5%
|
|
|
25
|
IFG Advisory
Atlanta,
Georgia
|
$222K
|
-$4.12K
|
-279
|
-2%
|
|
