|
1
|
UBS Group
Zurich,
Switzerland
|
$21.1M
|
+$5.53M
|
+303,735
|
+36%
|
|
|
2
|
|
$21M
|
-$1.4M
|
-76,886
|
-6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$7.83M
|
+430,030
|
+265%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.03M
|
+$1.67M
|
+91,842
|
+50%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.76M
|
+$2.63M
|
+144,484
|
+125%
|
|
|
6
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$4.57M
|
–
|
–
|
–
|
|
|
7
|
Litman Gregory Wealth Management
Larkspur,
California
|
$3.79M
|
+$2.27M
|
+124,890
|
+151%
|
|
|
8
|
Family Management
New York
|
$1.97M
|
+$818K
|
+44,917
|
+72%
|
|
|
9
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$1.82M
|
+$1.81M
|
+99,348
|
New
|
|
|
10
|
|
$1.27M
|
+$137K
|
+7,506
|
+12%
|
|
|
11
|
|
$1.12M
|
+$1.12M
|
+61,381
|
New
|
|
|
12
|
Evoke Wealth
Los Angeles,
California
|
$1.08M
|
+$540K
|
+29,660
|
+102%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$856K
|
+$128K
|
+7,005
|
+18%
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$807K
|
-$188K
|
-10,350
|
-19%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$308K
|
+$74K
|
+4,065
|
+32%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$263K
|
+$262K
|
+14,407
|
New
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$209K
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$188K
|
+$187K
|
+10,257
|
New
|
|
|
19
|
Optimum Investment Advisors
Chicago,
Illinois
|
$113K
|
+$113K
|
+6,200
|
New
|
|
|
20
|
Pathstone Family Office
Englewood,
New Jersey
|
$57K
|
+$1.07K
|
+59
|
+2%
|
|
|
21
|
Catalyst Private Wealth
San Mateo,
California
|
$26K
|
+$25.6K
|
+1,407
|
New
|
|
|
22
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$5K
|
+$4.83K
|
+265
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$212K
|
-12,000
|
Closed
|
|
|
24
|
tru Independence
Portland,
Oregon
|
–
|
-$3K
|
-150
|
Closed
|
|
