|
1
|
SOL Capital Management
Rockville,
Maryland
|
$5.85M
|
-$51.9K
|
-1,740
|
-0.9%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$5.31M
|
-$59.7K
|
-2,000
|
-1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.78M
|
-$1.2M
|
-40,158
|
-20%
|
|
|
4
|
|
$3.9M
|
+$1.51M
|
+50,708
|
+64%
|
|
|
5
|
|
$3.12M
|
+$884K
|
+29,617
|
+40%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.6M
|
-$53.9K
|
-1,805
|
-2%
|
|
|
7
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$1.33M
|
-$509K
|
-17,062
|
-28%
|
|
|
8
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$846K
|
+$76.5K
|
+2,564
|
+10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$826K
|
-$147K
|
-4,913
|
-15%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$680K
|
-$125K
|
-4,203
|
-16%
|
|
|
11
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$642K
|
+$5.97K
|
+200
|
+0.9%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$453K
|
-$25.9K
|
-867
|
-5%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$363K
|
+$806
|
+27
|
+0.2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$262K
|
-$38.5K
|
-1,292
|
-13%
|
|
|
15
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$223K
|
+$221K
|
+7,418
|
New
|
|
|
16
|
ViaWealth
Leawood,
Kansas
|
$222K
|
-$4.63K
|
-155
|
-2%
|
|
|
17
|
|
$205K
|
+$22.2K
|
+745
|
+12%
|
|
|
18
|
Stelac Advisory Services
New York
|
$195K
|
–
|
–
|
–
|
|
|
19
|
Lindbrook Capital
Calabasas,
California
|
$146K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$145K
|
+$10.9K
|
+365
|
+8%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$106K
|
+$26.3K
|
+880
|
+33%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$91.8K
|
+$9.1K
|
+305
|
+11%
|
|
|
23
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$76.6K
|
–
|
–
|
–
|
|
|
24
|
|
$35.2K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.2K
|
-$1.88K
|
-63
|
-6%
|
|
