|
1
|
|
$3.2M
|
-$84K
|
-1,611
|
-3%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$2.63M
|
-$1.24M
|
-23,850
|
-33%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$1.87M
|
+$207K
|
+3,970
|
+13%
|
|
|
4
|
Breakwater Investment Management
Seattle,
Washington
|
$1.75M
|
-$105K
|
-2,017
|
-6%
|
|
|
5
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.51M
|
+$1.44M
|
+27,555
|
New
|
|
|
6
|
|
$1.39M
|
+$10.7K
|
+205
|
+0.8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$940K
|
+$5.37K
|
+103
|
+0.6%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$920K
|
-$158K
|
-3,039
|
-15%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$528K
|
+$471K
|
+9,032
|
+1,526%
|
|
|
10
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$413K
|
–
|
–
|
–
|
|
|
11
|
Global View Capital Management
Waukesha,
Wisconsin
|
$409K
|
+$389K
|
+7,455
|
New
|
|
|
12
|
Insight Wealth Strategies
San Ramon,
California
|
$351K
|
+$333K
|
+6,384
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$337K
|
+$320K
|
+6,144
|
New
|
|
|
14
|
Bank of New York Mellon
New York
|
$311K
|
-$886
|
-17
|
-0.3%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$311K
|
-$886
|
-17
|
-0.3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$219K
|
+$208K
|
+3,989
|
New
|
|
|
17
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$171K
|
-$7.46K
|
-143
|
-4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84K
|
-$10.1K
|
-194
|
-11%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$80.8K
|
+$76.7K
|
+1,472
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$45K
|
+$37.5K
|
+720
|
+727%
|
|
|
21
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$40.2K
|
+$42.2K
|
+810
|
New
|
|
|
22
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$31.1K
|
–
|
–
|
–
|
|
|
23
|
Pflug Koory
Omaha,
Nebraska
|
$4.72K
|
–
|
–
|
–
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.82K
|
+$3.65K
|
+70
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$2.01K
|
–
|
–
|
–
|
|
