|
1
|
Wells Fargo
San Francisco,
California
|
$32.9M
|
-$470K
|
-23,740
|
-1%
|
|
|
2
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$31.6M
|
+$144K
|
+7,244
|
+0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$6.87M
|
+346,670
|
+177%
|
|
|
4
|
Krilogy Financial
St. Louis,
Missouri
|
$10M
|
-$645K
|
-32,562
|
-6%
|
|
|
5
|
|
$6.82M
|
+$79.7K
|
+4,023
|
+1%
|
|
|
6
|
Equitable Holdings
New York
|
$6.67M
|
+$67.7K
|
+3,418
|
+1%
|
|
|
7
|
Snowden Capital Advisors
New York
|
$6.01M
|
-$991
|
-50
|
-0%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.42M
|
+$459K
|
+23,178
|
+9%
|
|
|
9
|
Fagan Associates
Troy,
New York
|
$3.96M
|
+$766K
|
+38,658
|
+24%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.02M
|
+$329K
|
+16,618
|
+12%
|
|
|
11
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$2.31M
|
+$28.6K
|
+1,444
|
+1%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$2.17M
|
+$80.4K
|
+4,058
|
+4%
|
|
|
13
|
Probity Advisors
Dallas,
Texas
|
$2.15M
|
+$437K
|
+22,049
|
+26%
|
|
|
14
|
Flow Traders U.S.
New York
|
$2.08M
|
+$694K
|
+35,009
|
+51%
|
|
|
15
|
Country Club Bank
Kansas City,
Missouri
|
$2.01M
|
+$7.67K
|
+387
|
+0.4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.94M
|
+$366K
|
+18,499
|
+24%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.87M
|
-$76.4K
|
-3,856
|
-4%
|
|
|
18
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.56M
|
+$1.52M
|
+76,849
|
New
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.52M
|
+$103K
|
+5,197
|
+7%
|
|
|
20
|
|
$1.48M
|
+$116K
|
+5,861
|
+9%
|
|
|
21
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.4M
|
+$199K
|
+10,054
|
+17%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.31M
|
+$1.3M
|
+65,603
|
New
|
|
|
23
|
Boston Family Office
Boston,
Massachusetts
|
$1.3M
|
+$1.29M
|
+64,893
|
New
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$868K
|
-$166K
|
-8,376
|
-16%
|
|
|
25
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$846K
|
-$11.3K
|
-571
|
-1%
|
|
