|
1
|
|
$6.32M
|
-$2.73M
|
-57,333
|
-31%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$2.7M
|
-$50.6K
|
-1,063
|
-2%
|
|
|
3
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.41M
|
-$28.8K
|
-605
|
-2%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$1.32M
|
+$31.2K
|
+656
|
+2%
|
|
|
5
|
|
$1.15M
|
-$106K
|
-2,222
|
-9%
|
|
|
6
|
Windham Capital Management
Boston,
Massachusetts
|
$1.09M
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$868K
|
-$1.62M
|
-33,959
|
-66%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$661K
|
-$1.14K
|
-24
|
-0.2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$622K
|
-$3.38K
|
-71
|
-0.6%
|
|
|
10
|
Bank of New York Mellon
New York
|
$538K
|
+$293K
|
+6,152
|
+132%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$283K
|
-$58.7K
|
-1,233
|
-18%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$248K
|
-$965K
|
-20,267
|
-80%
|
|
|
13
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$198K
|
-$60.5K
|
-1,272
|
-24%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$112K
|
-$77K
|
-1,617
|
-42%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37K
|
–
|
–
|
–
|
|
|
16
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$27.7K
|
–
|
–
|
–
|
|
|
17
|
Kelly Financial Services
Braintree,
Massachusetts
|
$16.2K
|
+$524
|
+11
|
+3%
|
|
|
18
|
Pflug Koory
Omaha,
Nebraska
|
$4.27K
|
–
|
–
|
–
|
|
|
19
|
Dunhill Financial
London,
United Kingdom
|
$900
|
+$952
|
+20
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$607K
|
-13,234
|
Closed
|
|
|
21
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$301K
|
-6,536
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$218K
|
-4,726
|
Closed
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
–
|
-$17.8K
|
-387
|
Closed
|
|
