|
1
|
|
$6.5M
|
+$307K
|
+6,279
|
+5%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$2.71M
|
+$63.8K
|
+1,307
|
+2%
|
|
|
3
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.33M
|
-$52.6K
|
-1,077
|
-4%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$1.31M
|
-$2.2K
|
-45
|
-0.2%
|
|
|
5
|
Windham Capital Management
Boston,
Massachusetts
|
$1.07M
|
–
|
–
|
–
|
|
|
6
|
|
$1.01M
|
-$117K
|
-2,395
|
-10%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$616K
|
+$6.39K
|
+131
|
+1%
|
|
|
8
|
Bank of New York Mellon
New York
|
$543K
|
+$16.1K
|
+330
|
+3%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$394K
|
-$255K
|
-5,223
|
-39%
|
|
|
10
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$366K
|
+$367K
|
+7,524
|
New
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$333K
|
+$334K
|
+6,840
|
New
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$287K
|
+$288K
|
+5,890
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$220K
|
+$221K
|
+4,524
|
New
|
|
|
14
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$194K
|
-$391
|
-8
|
-0.2%
|
|
|
15
|
Breakwater Investment Management
Seattle,
Washington
|
$95.9K
|
+$96.2K
|
+1,970
|
New
|
|
|
16
|
NorthRock Partners
Minneapolis,
Minnesota
|
$73.9K
|
+$74.1K
|
+1,518
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$49K
|
-$229K
|
-4,696
|
-82%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.5K
|
-$80.5K
|
-1,649
|
-73%
|
|
|
20
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$27.5K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$27.2K
|
-$826K
|
-16,925
|
-97%
|
|
|
22
|
Kelly Financial Services
Braintree,
Massachusetts
|
$15.8K
|
–
|
–
|
–
|
|
|
23
|
Pflug Koory
Omaha,
Nebraska
|
$4.19K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$248K
|
-4,999
|
Closed
|
|
|
25
|
Dunhill Financial
London,
United Kingdom
|
–
|
-$900
|
-20
|
Closed
|
|
