|
1
|
|
$13.6M
|
+$9.8M
|
+214,921
|
+267%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$5.25M
|
+$3.53M
|
+77,370
|
+212%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$2.87M
|
+$1.09M
|
+23,997
|
+63%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$2.22M
|
+$328K
|
+7,184
|
+18%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.4M
|
+$79.8K
|
+1,750
|
+6%
|
|
|
6
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.37M
|
+$1.36M
|
+29,782
|
New
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$1.08M
|
-$43.3K
|
-949
|
-4%
|
|
|
8
|
Windham Capital Management
Boston,
Massachusetts
|
$1.02M
|
–
|
–
|
–
|
|
|
9
|
|
$794K
|
-$27.1K
|
-594
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$611K
|
-$50.3K
|
-1,104
|
-8%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$446K
|
+$410K
|
+8,994
|
+1,336%
|
|
|
12
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$276K
|
+$273K
|
+5,987
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$276K
|
+$272K
|
+5,973
|
New
|
|
|
14
|
Bank of New York Mellon
New York
|
$255K
|
+$252K
|
+5,523
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$232K
|
-$74.9K
|
-1,643
|
-25%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39K
|
-$8.62K
|
-189
|
-18%
|
|
|
17
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$26.3K
|
–
|
–
|
–
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
19
|
Kelly Financial Services
Braintree,
Massachusetts
|
$14.5K
|
–
|
–
|
–
|
|
|
20
|
|
$5K
|
+$4.56K
|
+100
|
New
|
|
|
21
|
Pflug Koory
Omaha,
Nebraska
|
$3.97K
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$235K
|
-5,317
|
Closed
|
|
|
23
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$155K
|
-3,495
|
Closed
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$117K
|
-2,641
|
Closed
|
|
|
25
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
–
|
-$9.69K
|
-208
|
Closed
|
|
