|
1
|
Bank of America
Charlotte,
North Carolina
|
$122M
|
+$13.8M
|
+225,246
|
+14%
|
|
|
2
|
|
$56.9M
|
+$52.2K
|
+855
|
+0.1%
|
|
|
3
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$47.1M
|
-$415K
|
-6,795
|
-0.9%
|
|
|
4
|
Modern Wealth Management
Lenexa,
Kansas
|
$43.2M
|
-$607K
|
-9,927
|
-1%
|
|
|
5
|
|
$30M
|
-$3.5M
|
-57,221
|
-11%
|
|
|
6
|
|
$28.7M
|
+$14.4M
|
+235,827
|
+113%
|
|
|
7
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$19.1M
|
-$2.93M
|
-47,912
|
-14%
|
|
|
8
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$11.2M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.97M
|
+$4.91M
|
+80,421
|
+137%
|
|
|
10
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$8.09M
|
+$7.66M
|
+125,349
|
New
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$6.18M
|
-$393K
|
-6,437
|
-6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.91M
|
-$13.3K
|
-217
|
-0.2%
|
|
|
13
|
Williams Jones Wealth Management
New York
|
$4.03M
|
-$20.2K
|
-330
|
-0.5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.78M
|
+$67.5K
|
+1,104
|
+3%
|
|
|
15
|
GTS Securities
Miami,
Florida
|
$2.45M
|
+$206K
|
+3,374
|
+10%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.34M
|
+$341K
|
+5,586
|
+18%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.18M
|
-$113K
|
-1,856
|
-5%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$2.01M
|
+$1.91M
|
+31,212
|
New
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$1.83M
|
+$45.3K
|
+741
|
+3%
|
|
|
20
|
|
$1.8M
|
+$633K
|
+10,365
|
+59%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.34M
|
+$496K
|
+8,123
|
+64%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$1.34M
|
+$1.26M
|
+20,703
|
New
|
|
|
23
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$1.32M
|
–
|
–
|
–
|
|
|
24
|
Bank of New York Mellon
New York
|
$1.19M
|
+$61
|
+1
|
+0%
|
|
|
25
|
|
$1.02M
|
-$4.23M
|
-69,195
|
-81%
|
|
