|
1
|
|
$5.25M
|
-$1.26M
|
-25,828
|
-19%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$2.7M
|
-$12.3K
|
-252
|
-0.5%
|
|
|
3
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.36M
|
+$33.5K
|
+688
|
+3%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$1.35M
|
+$42K
|
+863
|
+3%
|
|
|
5
|
Windham Capital Management
Boston,
Massachusetts
|
$1.07M
|
–
|
–
|
–
|
|
|
6
|
|
$1.05M
|
+$45.9K
|
+942
|
+5%
|
|
|
7
|
Breakwater Investment Management
Seattle,
Washington
|
$1.05M
|
+$953K
|
+19,568
|
+993%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$981K
|
+$982K
|
+20,150
|
New
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$847K
|
+$442K
|
+9,078
|
+113%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$620K
|
+$3.7K
|
+76
|
+0.6%
|
|
|
11
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$366K
|
–
|
–
|
–
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$345K
|
+$12.2K
|
+250
|
+4%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$287K
|
–
|
–
|
–
|
|
|
14
|
Bank of New York Mellon
New York
|
$251K
|
-$293K
|
-6,015
|
-54%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$242K
|
+$245K
|
+5,022
|
New
|
|
|
16
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$186K
|
-$27.6K
|
-566
|
-14%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60K
|
+$24.4K
|
+500
|
+67%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$34.1K
|
+$6.97K
|
+143
|
+26%
|
|
|
19
|
International Assets Investment Management
Orlando,
Florida
|
$33.4K
|
+$33.4K
|
+685
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.8K
|
-$633
|
-13
|
-2%
|
|
|
21
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$27.8K
|
–
|
–
|
–
|
|
|
22
|
Kelly Financial Services
Braintree,
Massachusetts
|
$15.9K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$9.11K
|
-$40K
|
-820
|
-81%
|
|
|
24
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.43K
|
+$6.43K
|
+132
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$220K
|
-4,524
|
Closed
|
|
