|
1
|
|
$3.77M
|
-$343K
|
-6,836
|
-8%
|
|
|
2
|
|
$2.72M
|
+$2.9M
|
+57,804
|
New
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$2.56M
|
-$50.2K
|
-1,000
|
-2%
|
|
|
4
|
|
$1.63M
|
–
|
–
|
–
|
|
|
5
|
Breakwater Investment Management
Seattle,
Washington
|
$1.61M
|
+$209K
|
+4,157
|
+14%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$1.58M
|
+$81.1K
|
+1,614
|
+5%
|
|
|
7
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.29M
|
-$39.5K
|
-786
|
-3%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$934K
|
-$24.6K
|
-490
|
-2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$610K
|
+$75.7K
|
+1,507
|
+13%
|
|
|
10
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$354K
|
–
|
–
|
–
|
|
|
11
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$244K
|
+$8.79K
|
+175
|
+4%
|
|
|
12
|
Bank of New York Mellon
New York
|
$239K
|
+$6.23K
|
+124
|
+3%
|
|
|
13
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$180K
|
+$13.1K
|
+260
|
+8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$74K
|
+$24K
|
+477
|
+44%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.1K
|
–
|
–
|
–
|
|
|
16
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$26.6K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$26.2K
|
-$9.14K
|
-182
|
-25%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.65K
|
-$37.6K
|
-748
|
-88%
|
|
|
19
|
Pflug Koory
Omaha,
Nebraska
|
$4.04K
|
–
|
–
|
–
|
|
|
20
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$517
|
–
|
–
|
–
|
|
|
21
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$329
|
+$352
|
+7
|
New
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$371K
|
-7,090
|
Closed
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$264K
|
-5,024
|
Closed
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$1.26K
|
-24
|
Closed
|
|
