|
1
|
Bank of New York Mellon
New York
|
$34.5M
|
-$200K
|
-10,295
|
-0.6%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.25M
|
+$4.33M
|
+222,135
|
+486%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.72M
|
+$3.69M
|
+189,478
|
New
|
|
|
4
|
Cetera Advisor Networks
El Segundo,
California
|
$3.37M
|
+$825K
|
+42,395
|
+33%
|
|
|
5
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$2.22M
|
+$73.7K
|
+3,785
|
+3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.9M
|
+$1.21M
|
+62,018
|
+178%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.6M
|
+$91.9K
|
+4,718
|
+6%
|
|
|
8
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.6M
|
-$109K
|
-5,623
|
-6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.47M
|
+$1.21M
|
+61,980
|
+482%
|
|
|
10
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.22M
|
+$1.21M
|
+62,167
|
New
|
|
|
11
|
|
$1.04M
|
-$2.05M
|
-105,217
|
-66%
|
|
|
12
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$797K
|
+$18.4K
|
+947
|
+2%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$638K
|
+$634K
|
+32,544
|
New
|
|
|
14
|
Raymond James Trust
St. Petersburg,
Florida
|
$595K
|
+$333K
|
+17,118
|
+129%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$594K
|
+$96.1K
|
+4,936
|
+19%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$507K
|
+$503K
|
+25,849
|
New
|
|
|
17
|
Financial Advocates Investment Management
Olympia,
Washington
|
$495K
|
+$491K
|
+25,225
|
New
|
|
|
18
|
Atria Wealth Solutions
New York
|
$425K
|
+$420K
|
+21,595
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$311K
|
-$196K
|
-10,089
|
-39%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$265K
|
+$119K
|
+6,137
|
+83%
|
|
|
21
|
Prosperity Financial Group
San Ramon,
California
|
$233K
|
+$231K
|
+11,856
|
New
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$113K
|
+$112K
|
+5,744
|
New
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$102K
|
+$102K
|
+5,220
|
New
|
|
|
24
|
Westside Investment Management
Santa Monica,
California
|
$39.2K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38K
|
+$1.11K
|
+57
|
+3%
|
|
