|
1
|
UBS Group
Zurich,
Switzerland
|
$5.93M
|
-$401K
|
-13,331
|
-6%
|
|
|
2
|
SOL Capital Management
Rockville,
Maryland
|
$5.85M
|
+$164K
|
+5,436
|
+3%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$5.32M
|
-$42.1K
|
-1,400
|
-0.8%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.63M
|
-$427K
|
-14,197
|
-14%
|
|
|
5
|
|
$2.35M
|
-$12.1M
|
-402,618
|
-84%
|
|
|
6
|
|
$2.21M
|
-$519K
|
-17,250
|
-19%
|
|
|
7
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$1.82M
|
+$19.6K
|
+650
|
+1%
|
|
|
8
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.16M
|
+$5.51K
|
+183
|
+0.5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$965K
|
-$121K
|
-4,023
|
-11%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$796K
|
-$219K
|
-7,283
|
-21%
|
|
|
11
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$762K
|
+$2.26K
|
+75
|
+0.3%
|
|
|
12
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$630K
|
+$752
|
+25
|
+0.1%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$475K
|
-$21.5K
|
-715
|
-4%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$359K
|
+$105K
|
+3,501
|
+41%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$297K
|
-$43.4K
|
-1,441
|
-13%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$281K
|
-$16.1K
|
-534
|
-5%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$280K
|
-$43K
|
-1,430
|
-13%
|
|
|
18
|
ViaWealth
Leawood,
Kansas
|
$224K
|
-$8.28K
|
-275
|
-4%
|
|
|
19
|
Stelac Advisory Services
New York
|
$193K
|
–
|
–
|
–
|
|
|
20
|
|
$181K
|
+$183K
|
+6,080
|
New
|
|
|
21
|
Lindbrook Capital
Calabasas,
California
|
$144K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$132K
|
+$241
|
+8
|
+0.2%
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$81.9K
|
-$29.7K
|
-987
|
-26%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$79K
|
–
|
–
|
–
|
|
|
25
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$75.9K
|
–
|
–
|
–
|
|
