|
1
|
|
$10.7M
|
-$169K
|
-3,118
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.38M
|
-$738K
|
-13,605
|
-10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$5.32M
|
-$240K
|
-4,429
|
-5%
|
|
|
4
|
Capital Planning Advisors
Roseville,
California
|
$4.88M
|
+$244K
|
+4,502
|
+6%
|
|
|
5
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.84M
|
+$3.73M
|
+68,751
|
New
|
|
|
6
|
|
$3.82M
|
+$1.83M
|
+33,672
|
+104%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.34M
|
-$293K
|
-5,406
|
-9%
|
|
|
8
|
Innealta Capital
Austin,
Texas
|
$3.1M
|
-$16.4K
|
-302
|
-0.6%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.96M
|
-$86.5K
|
-1,595
|
-3%
|
|
|
10
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.85M
|
+$2.67M
|
+49,310
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.67M
|
-$6.72K
|
-124
|
-0.3%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$2.6M
|
+$2.44M
|
+44,957
|
New
|
|
|
13
|
Weatherly Asset Management
Del Mar,
California
|
$2.3M
|
-$84.2K
|
-1,553
|
-4%
|
|
|
14
|
Affinity Wealth Management
Wilmington,
Delaware
|
$1.92M
|
+$148K
|
+2,735
|
+9%
|
|
|
15
|
SG Americas Securities
New York
|
$1.86M
|
–
|
–
|
–
|
|
|
16
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.8M
|
+$107K
|
+1,975
|
+7%
|
|
|
17
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.67M
|
+$1.57M
|
+28,934
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$1.58M
|
-$28.2K
|
-520
|
-2%
|
|
|
19
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.53M
|
+$1.42M
|
+26,150
|
New
|
|
|
20
|
Equitable Holdings
New York
|
$1.16M
|
+$1.09M
|
+20,100
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$965K
|
+$908K
|
+16,733
|
New
|
|
|
22
|
Tiedemann Advisors
New York
|
$888K
|
–
|
–
|
–
|
|
|
23
|
|
$844K
|
-$73.3K
|
-1,352
|
-8%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$570K
|
-$340K
|
-6,276
|
-39%
|
|
|
25
|
Sensato Investors
San Francisco,
California
|
$542K
|
-$3M
|
-55,353
|
-86%
|
|
