|
1
|
Bank of New York Mellon
New York
|
$413M
|
-$9.38M
|
-367,458
|
-2%
|
|
|
2
|
SageView Advisory Group
Newport Beach,
California
|
$6.94M
|
-$124K
|
-4,870
|
-2%
|
|
|
3
|
|
$4.45M
|
+$2.98M
|
+116,594
|
+203%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.75M
|
+$1.75M
|
+68,710
|
New
|
|
|
5
|
|
$790K
|
+$226K
|
+8,851
|
+40%
|
|
|
6
|
|
$790K
|
+$788K
|
+30,865
|
New
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$527K
|
+$179K
|
+7,001
|
+51%
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$484K
|
–
|
–
|
–
|
|
|
9
|
Trivium Point Advisory
Westport,
Connecticut
|
$376K
|
+$76.6K
|
+3,000
|
+26%
|
|
|
10
|
|
$357K
|
+$49.9K
|
+1,956
|
+16%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$296K
|
+$296K
|
+11,590
|
New
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$292K
|
+$292K
|
+11,443
|
New
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$291K
|
+$291K
|
+11,392
|
New
|
|
|
14
|
Cypress Capital Group
Palm Beach,
Florida
|
$258K
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$216K
|
+$215K
|
+8,440
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$210K
|
+$210K
|
+8,238
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$209K
|
-$104K
|
-4,091
|
-33%
|
|
|
18
|
WhitTier Trust Company
Reno,
Nevada
|
$131K
|
–
|
–
|
–
|
|
|
19
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$50K
|
+$49.9K
|
+1,956
|
New
|
|
|
20
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$45K
|
+$45K
|
+1,762
|
New
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.4K
|
+$34.4K
|
+1,347
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$33.8K
|
-$103K
|
-4,038
|
-75%
|
|
|
23
|
Balentine LLC
Atlanta,
Georgia
|
$9.37K
|
+$9.37K
|
+367
|
New
|
|
|
24
|
Signature Resources Capital Management
Newport Beach,
California
|
$8.94K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.84K
|
+$7.84K
|
+307
|
New
|
|
