|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.1M
|
+$215K
|
+9,624
|
+1%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$12.5M
|
–
|
–
|
–
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.5M
|
-$158K
|
-7,063
|
-5%
|
|
|
4
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$684K
|
+$48K
|
+2,153
|
+7%
|
|
|
5
|
|
$572K
|
-$3.26M
|
-146,281
|
-84%
|
|
|
6
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$352K
|
-$6.2K
|
-278
|
-2%
|
|
|
7
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$300K
|
+$91.1K
|
+4,084
|
+38%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$298K
|
-$23.9K
|
-1,071
|
-7%
|
|
|
9
|
PGIM Custom Harvest
Newark,
New Jersey
|
$218K
|
+$3.3K
|
+148
|
+1%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$217K
|
+$242K
|
+10,859
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$214K
|
-$3.14M
|
-140,752
|
-93%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$201K
|
-$1.27M
|
-57,007
|
-85%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$142K
|
-$726K
|
-32,527
|
-83%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$6K
|
-$4.24K
|
-190
|
-39%
|
|
|
15
|
|
$5.36K
|
–
|
–
|
–
|
|
|
16
|
|
$3.88K
|
–
|
–
|
–
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3K
|
+$3.35K
|
+150
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
+$1.05K
|
+47
|
+168%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.3K
|
+$1.45K
|
+65
|
New
|
|
|
20
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.11K
|
–
|
–
|
–
|
|
|
21
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$13
|
+$22
|
+1
|
New
|
|
