|
1
|
|
$14.7M
|
-$1.26M
|
-46,404
|
-8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$5.99M
|
-$2.74M
|
-100,908
|
-33%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$3.06M
|
+$179K
|
+6,576
|
+7%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$2.64M
|
+$2.44M
|
+90,005
|
New
|
|
|
5
|
|
$2.11M
|
–
|
–
|
–
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.33M
|
-$9.04K
|
-333
|
-0.7%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.24M
|
-$223K
|
-8,200
|
-16%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.14M
|
+$189K
|
+6,957
|
+22%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$995K
|
-$1.03M
|
-38,033
|
-53%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$702K
|
-$36.5K
|
-1,344
|
-5%
|
|
|
11
|
Crux Wealth Advisors
Long Beach,
California
|
$676K
|
-$736K
|
-27,099
|
-54%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$631K
|
-$36.5K
|
-1,344
|
-6%
|
|
|
13
|
Morton Capital Management
Calabasas,
California
|
$622K
|
-$1.47K
|
-54
|
-0.3%
|
|
|
14
|
Diversify Advisory Services
Sandy,
Utah
|
$398K
|
+$1.52K
|
+56
|
+0.4%
|
|
|
15
|
Park Edge Advisors
Cleveland,
Ohio
|
$378K
|
-$28.7K
|
-1,058
|
-8%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$370K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$348K
|
-$63.7K
|
-2,346
|
-17%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$326K
|
-$200K
|
-7,373
|
-40%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$234K
|
+$216K
|
+7,969
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$113K
|
+$63.9K
|
+2,351
|
+155%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$70.8K
|
–
|
–
|
–
|
|
|
22
|
Evermay Wealth Management
Arlington,
Virginia
|
$31K
|
-$543
|
-20
|
-2%
|
|
|
23
|
Spire Wealth Management
Mclean,
Virginia
|
$30.2K
|
–
|
–
|
–
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$21.3K
|
–
|
–
|
–
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$15.8K
|
–
|
–
|
–
|
|
