|
1
|
|
$1.99M
|
+$137K
|
+6,170
|
+8%
|
|
|
2
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.13M
|
+$451K
|
+20,270
|
+76%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$774K
|
+$288K
|
+12,930
|
+67%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$586K
|
+$542K
|
+24,360
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$523K
|
+$247K
|
+11,085
|
+104%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$334K
|
+$3K
|
+135
|
+1%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$270K
|
-$222
|
-10
|
-0.1%
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$224K
|
+$9.45K
|
+425
|
+5%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$213K
|
+$197K
|
+8,875
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$206K
|
+$191K
|
+8,565
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$153K
|
+$26.1K
|
+1,175
|
+23%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$137K
|
+$2.11K
|
+95
|
+2%
|
|
|
13
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$115K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$104K
|
-$222K
|
-9,960
|
-70%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$49K
|
–
|
–
|
–
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$38K
|
–
|
–
|
–
|
|
|
17
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$22K
|
+$20.7K
|
+930
|
New
|
|
|
18
|
DB Wealth Management Group
San Diego,
California
|
$19K
|
+$17.5K
|
+785
|
New
|
|
|
19
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$18K
|
–
|
–
|
–
|
|
|
20
|
SOA Wealth Advisors
New York
|
$18K
|
+$16.1K
|
+725
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$14K
|
+$7.12K
|
+320
|
+128%
|
|
|
22
|
Caldwell Trust
Venice,
Florida
|
$10.8K
|
–
|
–
|
–
|
|
|
23
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$10K
|
+$8.9K
|
+400
|
New
|
|
|
24
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$7K
|
+$6.67K
|
+300
|
New
|
|
|
25
|
Clean Yield Group
Norwich,
Vermont
|
$5K
|
+$4.45K
|
+200
|
New
|
|
