|
1
|
|
$35.2M
|
+$3.3M
|
+57,613
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$19.8M
|
+$6.49M
|
+113,321
|
+38%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
+$110K
|
+1,917
|
+0.6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
-$3.15M
|
-54,949
|
-17%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$11M
|
+$4.94M
|
+86,203
|
+60%
|
|
|
6
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$9.64M
|
+$4.93M
|
+86,000
|
+74%
|
|
|
7
|
Polianta Ltd
St Helier,
Jersey
|
$9.64M
|
–
|
–
|
–
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$9.27M
|
-$348K
|
-6,075
|
-3%
|
|
|
9
|
Portfolio Strategies
Monsey,
New York
|
$6.53M
|
-$85.4K
|
-1,490
|
-1%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.01M
|
+$279K
|
+4,865
|
+5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.79M
|
+$81K
|
+1,413
|
+1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.57M
|
-$1.3M
|
-22,740
|
-19%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.27M
|
+$450K
|
+7,855
|
+10%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.91M
|
-$13.6K
|
-238
|
-0.3%
|
|
|
15
|
Prism Advisors
Studio City,
California
|
$3.44M
|
+$4.13M
|
+72,075
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.87M
|
-$90.9K
|
-1,586
|
-3%
|
|
|
17
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.58M
|
+$1.85M
|
+32,366
|
+150%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.54M
|
-$118K
|
-2,057
|
-4%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$2.43M
|
+$678K
|
+11,834
|
+30%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$2.19M
|
+$30.7K
|
+536
|
+1%
|
|
|
21
|
|
$1.94M
|
+$1.73M
|
+30,159
|
+289%
|
|
|
22
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.75M
|
+$267K
|
+4,663
|
+13%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.74M
|
+$3.17M
|
+55,233
|
New
|
|
|
24
|
Oppenheimer & Co
New York
|
$1.72M
|
-$586K
|
-10,227
|
-22%
|
|
|
25
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.46M
|
+$2.52K
|
+44
|
+0.2%
|
|
