|
1
|
Wells Fargo
San Francisco,
California
|
$2.65M
|
+$230K
|
+4,203
|
+10%
|
|
|
2
|
|
$1.68M
|
-$2.58M
|
-47,268
|
-61%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.46M
|
+$191K
|
+3,501
|
+16%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$1.46M
|
+$192K
|
+3,519
|
+16%
|
|
|
5
|
|
$1.46M
|
-$281K
|
-5,148
|
-17%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.4M
|
+$60.8K
|
+1,112
|
+5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.36M
|
-$240K
|
-4,396
|
-15%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$463K
|
-$38.3K
|
-700
|
-8%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$389K
|
+$10.4K
|
+191
|
+3%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$287K
|
+$45.4K
|
+830
|
+20%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$252K
|
-$763K
|
-13,961
|
-76%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$212K
|
+$123K
|
+2,250
|
+151%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$171K
|
+$42.4K
|
+776
|
+34%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$157K
|
-$20.1K
|
-367
|
-12%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$38K
|
+$38.3K
|
+700
|
New
|
|
|
16
|
|
$17K
|
–
|
–
|
–
|
|
|
17
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Maryland Capital Management
Towson,
Maryland
|
–
|
-$500K
|
-9,578
|
Closed
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-$377K
|
-7,232
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$320K
|
-6,128
|
Closed
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$281K
|
-5,392
|
Closed
|
|
|
23
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
–
|
-$10.4K
|
-200
|
Closed
|
|
