|
1
|
UBS Group
Zurich,
Switzerland
|
$10M
|
-$1.82M
|
-53,533
|
-16%
|
|
|
2
|
|
$3.8M
|
+$16.6K
|
+487
|
+0.5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.36M
|
-$166K
|
-4,867
|
-7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$863K
|
+$243K
|
+7,136
|
+41%
|
|
|
5
|
|
$758K
|
+$503K
|
+14,766
|
+221%
|
|
|
6
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$726K
|
-$10.1K
|
-298
|
-1%
|
|
|
7
|
|
$721K
|
-$42.3K
|
-1,241
|
-6%
|
|
|
8
|
Vontobel Holding
Zurich,
Switzerland
|
$685K
|
–
|
–
|
–
|
|
|
9
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$604K
|
-$18.2K
|
-535
|
-3%
|
|
|
10
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$546K
|
-$121K
|
-3,545
|
-19%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$408K
|
-$9.4K
|
-276
|
-2%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$341K
|
-$81.6K
|
-2,397
|
-20%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$240K
|
+$136
|
+4
|
+0.1%
|
|
|
14
|
Stelac Advisory Services
New York
|
$151K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$128K
|
-$6.81K
|
-200
|
-5%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$34.7K
|
+$8.1K
|
+238
|
+32%
|
|
|
17
|
Duncker Streett & Co
St. Louis,
Missouri
|
$17.3K
|
–
|
–
|
–
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.84K
|
+$8.51K
|
+250
|
New
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$4.95K
|
–
|
–
|
–
|
|
|
20
|
Trust Company
Manhattan,
Kansas
|
$4.45K
|
–
|
–
|
–
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$3.32K
|
–
|
–
|
–
|
|
|
22
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$215K
|
-6,953
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$7.56K
|
-245
|
Closed
|
|
