|
1
|
|
$57.1M
|
+$493K
|
+4,247
|
+0.9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$35.9M
|
-$11.7M
|
-100,780
|
-25%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$19.4M
|
-$893K
|
-7,690
|
-4%
|
|
|
4
|
|
$6.22M
|
-$8.37M
|
-72,057
|
-57%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.08M
|
-$41.5K
|
-357
|
-0.8%
|
|
|
6
|
Fisher Asset Management
Camas,
Washington
|
$4.69M
|
-$391K
|
-3,366
|
-8%
|
|
|
7
|
|
$4.67M
|
-$3.74M
|
-32,197
|
-44%
|
|
|
8
|
Prudential Financial
Newark,
New Jersey
|
$4.53M
|
-$142K
|
-1,222
|
-3%
|
|
|
9
|
Slow Capital
Greenbrae,
California
|
$4.02M
|
+$172K
|
+1,479
|
+4%
|
|
|
10
|
Sunflower Bank
Dallas,
Texas
|
$3.06M
|
-$215K
|
-1,848
|
-7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.49M
|
-$629K
|
-5,412
|
-20%
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
$2.18M
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.91M
|
-$233K
|
-2,010
|
-11%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.66M
|
-$1.5M
|
-12,923
|
-47%
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.22M
|
-$61.1K
|
-526
|
-5%
|
|
|
16
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.16M
|
+$86.4K
|
+744
|
+8%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.15M
|
+$291K
|
+2,502
|
+34%
|
|
|
18
|
NTV Asset Management
Charleston,
West Virginia
|
$1.11M
|
-$11.6K
|
-100
|
-1%
|
|
|
19
|
|
$1.07M
|
+$41.9K
|
+361
|
+4%
|
|
|
20
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$947K
|
+$116
|
+1
|
+0%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$923K
|
+$924K
|
+7,954
|
New
|
|
|
22
|
Wealth Management Partners
Tucson,
Arizona
|
$748K
|
–
|
–
|
–
|
|
|
23
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$745K
|
-$18.6K
|
-160
|
-2%
|
|
|
24
|
Laidlaw Wealth Management
New York City,
New York
|
$705K
|
–
|
–
|
–
|
|
|
25
|
Fidelity International
Hamilton,
Bermuda
|
$680K
|
+$41.1K
|
+354
|
+6%
|
|
