|
1
|
|
$4.56M
|
-$1.06M
|
-20,744
|
-19%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$2.9M
|
–
|
–
|
–
|
|
|
3
|
|
$1.82M
|
+$663K
|
+13,037
|
+60%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$1.68M
|
+$216K
|
+4,239
|
+15%
|
|
|
5
|
Breakwater Investment Management
Seattle,
Washington
|
$1.58M
|
+$438K
|
+8,601
|
+40%
|
|
|
6
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.48M
|
+$20.4K
|
+400
|
+1%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.07M
|
+$10.6K
|
+208
|
+1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$601K
|
-$64.3K
|
-1,264
|
-10%
|
|
|
9
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$394K
|
–
|
–
|
–
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$371K
|
–
|
–
|
–
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$310K
|
+$1.32K
|
+26
|
+0.4%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$264K
|
-$615K
|
-12,076
|
-71%
|
|
|
13
|
Bank of New York Mellon
New York
|
$260K
|
-$9.57K
|
-188
|
-4%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$246K
|
-$2.44K
|
-48
|
-1%
|
|
|
15
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$200K
|
-$10.1K
|
-199
|
-6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57K
|
-$8.04K
|
-158
|
-13%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$44.4K
|
+$33.6K
|
+660
|
+353%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$38.8K
|
+$1.99K
|
+39
|
+6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.5K
|
+$2.44K
|
+48
|
+8%
|
|
|
20
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$29.5K
|
–
|
–
|
–
|
|
|
21
|
Pflug Koory
Omaha,
Nebraska
|
$4.51K
|
+$4.38K
|
+86
|
New
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.26K
|
+$1.22K
|
+24
|
New
|
|
|
23
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$576
|
+$560
|
+11
|
New
|
|
|
24
|
Windham Capital Management
Boston,
Massachusetts
|
–
|
-$1.07M
|
-22,048
|
Closed
|
|
|
25
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$33.4K
|
-685
|
Closed
|
|
