|
1
|
|
$7.19M
|
-$6.63M
|
-142,412
|
-48%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$2.65M
|
-$259K
|
-5,561
|
-9%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$2.61M
|
+$341K
|
+7,323
|
+15%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.1M
|
-$3.23M
|
-69,255
|
-61%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.54M
|
+$110K
|
+2,365
|
+8%
|
|
|
6
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.38M
|
-$18.4K
|
-395
|
-1%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.18M
|
+$717K
|
+15,391
|
+159%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$1.17M
|
+$63.5K
|
+1,363
|
+6%
|
|
|
9
|
|
$1.16M
|
+$345K
|
+7,417
|
+43%
|
|
|
10
|
Windham Capital Management
Boston,
Massachusetts
|
$1.04M
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$592K
|
-$30.2K
|
-649
|
-5%
|
|
|
12
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$490K
|
+$485K
|
+10,414
|
New
|
|
|
13
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$271K
|
-$10.3K
|
-222
|
-4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43K
|
+$2.84K
|
+61
|
+7%
|
|
|
15
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$26.7K
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.4K
|
–
|
–
|
–
|
|
|
17
|
Kelly Financial Services
Braintree,
Massachusetts
|
$14.8K
|
–
|
–
|
–
|
|
|
18
|
Pflug Koory
Omaha,
Nebraska
|
$4.05K
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$276K
|
-5,973
|
Closed
|
|
|
20
|
Bank of New York Mellon
New York
|
–
|
-$255K
|
-5,523
|
Closed
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$232K
|
-5,032
|
Closed
|
|
|
22
|
|
–
|
-$5K
|
-100
|
Closed
|
|
