|
1
|
|
$3.8M
|
-$138K
|
-2,868
|
-4%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$3.53M
|
+$836K
|
+17,387
|
+32%
|
|
|
3
|
|
$2.95M
|
+$97.9K
|
+2,035
|
+4%
|
|
|
4
|
Breakwater Investment Management
Seattle,
Washington
|
$1.67M
|
-$21.1K
|
-438
|
-1%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$1.48M
|
-$174K
|
-3,614
|
-11%
|
|
|
6
|
|
$1.24M
|
-$456K
|
-9,480
|
-27%
|
|
|
7
|
|
$1.06M
|
+$1.03M
|
+21,453
|
New
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$975K
|
-$3.27K
|
-68
|
-0.3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$837K
|
+$194K
|
+4,026
|
+31%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$526K
|
+$513K
|
+10,675
|
New
|
|
|
11
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$371K
|
–
|
–
|
–
|
|
|
12
|
Bank of New York Mellon
New York
|
$280K
|
+$29.1K
|
+606
|
+12%
|
|
|
13
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$280K
|
+$25.8K
|
+536
|
+10%
|
|
|
14
|
|
$222K
|
+$217K
|
+4,513
|
New
|
|
|
15
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$160K
|
-$11.1K
|
-231
|
-7%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85K
|
+$7.6K
|
+158
|
+10%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.1K
|
-$2.31K
|
-48
|
-8%
|
|
|
18
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$27.8K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.87K
|
–
|
–
|
–
|
|
|
20
|
Pflug Koory
Omaha,
Nebraska
|
$4.23K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$1.81K
|
-$25.1K
|
-521
|
-93%
|
|
|
22
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$345
|
+$337
|
+7
|
New
|
|
|
23
|
Nilsine Partners
Greenwood Village,
Colorado
|
–
|
-$1.29M
|
-27,530
|
Closed
|
|
|
24
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$517
|
-11
|
Closed
|
|
|
25
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
–
|
-$329
|
-7
|
Closed
|
|
