|
1
|
|
$3.93M
|
+$3.89M
|
+70,590
|
New
|
|
|
2
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.42M
|
+$3.38M
|
+61,450
|
New
|
|
|
3
|
|
$3.28M
|
+$42.3K
|
+768
|
+1%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$2.63M
|
-$31.7K
|
-576
|
-1%
|
|
|
5
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.25M
|
+$713K
|
+12,963
|
+47%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$2.16M
|
+$268K
|
+4,872
|
+14%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$1.93M
|
+$1.91M
|
+34,684
|
New
|
|
|
8
|
Breakwater Investment Management
Seattle,
Washington
|
$1.65M
|
-$120K
|
-2,184
|
-7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.56M
|
+$1.21M
|
+21,978
|
+358%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.46M
|
+$500K
|
+9,085
|
+53%
|
|
|
11
|
|
$1.41M
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$555K
|
+$24.2K
|
+440
|
+5%
|
|
|
13
|
Global View Capital Management
Waukesha,
Wisconsin
|
$457K
|
+$42.3K
|
+769
|
+10%
|
|
|
14
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$418K
|
–
|
–
|
–
|
|
|
15
|
Insight Wealth Strategies
San Ramon,
California
|
$355K
|
–
|
–
|
–
|
|
|
16
|
Bank of New York Mellon
New York
|
$314K
|
-$1.16K
|
-21
|
-0.4%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$314K
|
-$1.16K
|
-21
|
-0.4%
|
|
|
18
|
Haven Private
Orlando,
Florida
|
$313K
|
+$310K
|
+5,633
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$235K
|
+$232K
|
+4,224
|
New
|
|
|
20
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$165K
|
-$7.59K
|
-138
|
-4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$86K
|
+$715
|
+13
|
+0.9%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$42.3K
|
-$3.19K
|
-58
|
-7%
|
|
|
23
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$31.6K
|
–
|
–
|
–
|
|
|
24
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$8.62K
|
+$8.53K
|
+155
|
New
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$8.06K
|
+$7.98K
|
+145
|
New
|
|
