|
1
|
SOL Capital Management
Rockville,
Maryland
|
$4.54M
|
-$420K
|
-14,776
|
-8%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$4.47M
|
+$12.3K
|
+434
|
+0.2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.81M
|
-$234K
|
-8,224
|
-5%
|
|
|
4
|
|
$3.17M
|
-$111K
|
-3,922
|
-3%
|
|
|
5
|
|
$2.65M
|
+$30.6K
|
+1,078
|
+1%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.98M
|
-$228K
|
-8,037
|
-9%
|
|
|
7
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$1.01M
|
-$112K
|
-3,935
|
-9%
|
|
|
8
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$838K
|
+$143K
|
+5,030
|
+18%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$731K
|
+$85.4K
|
+3,006
|
+13%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$611K
|
-$93.7K
|
-3,297
|
-12%
|
|
|
11
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$539K
|
–
|
–
|
–
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$490K
|
+$551K
|
+19,393
|
New
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$371K
|
-$11.2K
|
-395
|
-3%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$322K
|
+$19.1K
|
+672
|
+6%
|
|
|
15
|
|
$254K
|
+$92K
|
+3,236
|
+47%
|
|
|
16
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$203K
|
+$228K
|
+8,030
|
New
|
|
|
17
|
Stelac Advisory Services
New York
|
$164K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$147K
|
+$136K
|
+4,801
|
+463%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$143K
|
+$60.9K
|
+2,144
|
+61%
|
|
|
20
|
Lindbrook Capital
Calabasas,
California
|
$122K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$122K
|
+$341
|
+12
|
+0.2%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$75.8K
|
+$85.2K
|
+3,000
|
New
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$72.9K
|
-$4.75K
|
-167
|
-5%
|
|
|
24
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$64.3K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$19.7K
|
–
|
–
|
–
|
|
