|
1
|
|
$3.18M
|
+$1.79M
|
+31,810
|
+123%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.02M
|
+$447K
|
+7,945
|
+17%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$2.92M
|
+$1.61M
|
+28,709
|
+120%
|
|
|
4
|
|
$1.59M
|
-$48.8K
|
-867
|
-3%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$1.49M
|
+$64.4K
|
+1,145
|
+4%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.21M
|
-$167K
|
-2,966
|
-12%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.1M
|
+$871K
|
+15,493
|
+349%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$684K
|
+$528K
|
+9,384
|
+310%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$594K
|
+$603K
|
+10,728
|
New
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$429K
|
-$24.4K
|
-434
|
-5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$427K
|
+$225K
|
+3,992
|
+107%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$411K
|
+$32.1K
|
+571
|
+8%
|
|
|
13
|
CIBC World Market
Toronto,
Ontario, Canada
|
$392K
|
+$399K
|
+7,101
|
New
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$320K
|
+$40.2K
|
+714
|
+14%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$190K
|
+$37.4K
|
+665
|
+24%
|
|
|
16
|
Kelly Financial Services
Braintree,
Massachusetts
|
$25.2K
|
+$25.6K
|
+456
|
New
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$24K
|
+$24.5K
|
+436
|
New
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$22K
|
-$16.7K
|
-297
|
-42%
|
|
|
19
|
|
$17K
|
–
|
–
|
–
|
|
|
20
|
Sandy Spring Bank
Olney,
Maryland
|
$14K
|
+$14.7K
|
+262
|
New
|
|
|
21
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$12K
|
+$12.7K
|
+225
|
New
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9K
|
+$9.11K
|
+162
|
New
|
|
|
23
|
Pflug Koory
Omaha,
Nebraska
|
$5K
|
+$4.84K
|
+86
|
New
|
|
|
24
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Manchester Financial
Westlake Village,
California
|
$4K
|
+$3.94K
|
+70
|
New
|
|
