|
1
|
|
$40.8M
|
+$672K
|
+11,707
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$19.4M
|
-$653K
|
-11,367
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$19M
|
+$2.92M
|
+50,839
|
+19%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18.1M
|
+$189K
|
+3,292
|
+1%
|
|
|
5
|
Polianta Ltd
St Helier,
Jersey
|
$12.1M
|
–
|
–
|
–
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$12M
|
+$1.11M
|
+19,323
|
+11%
|
|
|
7
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$8.59M
|
-$6.08M
|
-105,941
|
-43%
|
|
|
8
|
Portfolio Strategies
Monsey,
New York
|
$8.29M
|
+$2M
|
+34,769
|
+34%
|
|
|
9
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$7.13M
|
+$174K
|
+3,027
|
+3%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.1M
|
+$2.03M
|
+35,390
|
+43%
|
|
|
11
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$6.95M
|
+$2.3M
|
+40,000
|
+53%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6M
|
-$79.1K
|
-1,377
|
-1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.93M
|
+$1.25M
|
+21,691
|
+28%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.93M
|
+$59.5K
|
+1,036
|
+1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.89M
|
+$157K
|
+2,738
|
+3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.82M
|
+$232K
|
+4,049
|
+7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.69M
|
-$2.5M
|
-43,506
|
-41%
|
|
|
18
|
Beck Capital Management
Austin,
Texas
|
$3.6M
|
+$3.45M
|
+60,074
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.32M
|
+$60.6K
|
+1,056
|
+2%
|
|
|
20
|
Oppenheimer & Co
New York
|
$2.77M
|
+$415K
|
+7,223
|
+19%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$2.71M
|
+$318K
|
+5,547
|
+14%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$2.34M
|
+$2.24M
|
+39,056
|
New
|
|
|
23
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.08M
|
+$130K
|
+2,272
|
+7%
|
|
|
24
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.76M
|
+$1.67K
|
+29
|
+0.1%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.73M
|
+$1.65M
|
+28,788
|
New
|
|
