|
1
|
Bank of America
Charlotte,
North Carolina
|
$20.3M
|
+$1.41M
|
+68,089
|
+8%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$8.2M
|
-$4.66M
|
-225,000
|
-36%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$779K
|
+$547K
|
+26,406
|
+243%
|
|
|
4
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$696K
|
-$25.3K
|
-1,223
|
-4%
|
|
|
5
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$657K
|
+$286K
|
+13,824
|
+78%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$529K
|
+$523K
|
+25,283
|
New
|
|
|
7
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$336K
|
+$22.7K
|
+1,096
|
+7%
|
|
|
8
|
|
$327K
|
-$269K
|
-12,978
|
-45%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$299K
|
+$166K
|
+8,000
|
+118%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$238K
|
+$236K
|
+11,389
|
New
|
|
|
11
|
PGIM Custom Harvest
Newark,
New Jersey
|
$205K
|
-$21.9K
|
-1,059
|
-10%
|
|
|
12
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$16.6K
|
+$16.4K
|
+793
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.6K
|
-$2.58M
|
-124,504
|
-99%
|
|
|
14
|
Venturi Wealth Management
Austin,
Texas
|
$7.4K
|
+$7.33K
|
+354
|
New
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$6.27K
|
–
|
–
|
–
|
|
|
16
|
|
$5.59K
|
–
|
–
|
–
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.14K
|
–
|
–
|
–
|
|
|
18
|
|
$2.36K
|
-$1.68K
|
-81
|
-42%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Huntington National Bank
Columbus,
Ohio
|
$1.11K
|
–
|
–
|
–
|
|
|
21
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$653
|
+$642
|
+31
|
New
|
|
|
23
|
Blue Trust Inc
Alpharetta,
Georgia
|
$300
|
-$663
|
-32
|
-68%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$230
|
+$228
|
+11
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$14
|
–
|
–
|
–
|
|
