|
1
|
|
$41.1M
|
+$2.23M
|
+37,592
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.8M
|
+$427K
|
+7,193
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$16.7M
|
-$2.34M
|
-39,362
|
-12%
|
|
|
4
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$14.3M
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
+$360K
|
+6,066
|
+3%
|
|
|
6
|
Polianta Ltd
St Helier,
Jersey
|
$12.2M
|
–
|
–
|
–
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$9.2M
|
-$1.88M
|
-31,739
|
-17%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$8.54M
|
+$1.6M
|
+26,865
|
+23%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.12M
|
+$157K
|
+2,644
|
+2%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7M
|
+$638K
|
+10,738
|
+10%
|
|
|
11
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$5.05M
|
+$124K
|
+2,088
|
+3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.86M
|
-$81.7K
|
-1,376
|
-2%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.13M
|
+$313K
|
+5,272
|
+8%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.85M
|
-$327K
|
-5,514
|
-8%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.57M
|
+$257K
|
+4,329
|
+8%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$3.26M
|
+$217K
|
+3,660
|
+7%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.12M
|
+$216K
|
+3,633
|
+8%
|
|
|
18
|
Prism Advisors
Studio City,
California
|
$2.67M
|
-$1.71M
|
-28,748
|
-39%
|
|
|
19
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.54M
|
-$101K
|
-1,700
|
-4%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.41M
|
+$1.61M
|
+27,117
|
+211%
|
|
|
21
|
Oppenheimer & Co
New York
|
$2.24M
|
+$154K
|
+2,587
|
+8%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$2.17M
|
+$2.13M
|
+35,826
|
+39,807%
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.87M
|
+$356
|
+6
|
+0%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.74M
|
+$21.9K
|
+369
|
+1%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$1.72M
|
+$244K
|
+4,116
|
+17%
|
|
