|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.76M
|
-$231K
|
-4,210
|
-2%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$6.72M
|
+$8.18M
|
+148,854
|
New
|
|
|
3
|
GHP Investment Advisors
Denver,
Colorado
|
$5.83M
|
-$1.23M
|
-22,422
|
-15%
|
|
|
4
|
Nuveen
Charlotte,
North Carolina
|
$3.79M
|
–
|
–
|
–
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.6M
|
+$1.4M
|
+25,478
|
+47%
|
|
|
6
|
Legacy Financial Advisors
Covington,
Kentucky
|
$2.96M
|
+$3.37M
|
+61,394
|
New
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$2M
|
-$365K
|
-6,641
|
-13%
|
|
|
8
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.61M
|
+$1.02M
|
+18,648
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.21M
|
-$829K
|
-15,092
|
-36%
|
|
|
10
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$996K
|
+$1.72M
|
+31,260
|
New
|
|
|
11
|
|
$988K
|
-$2.01M
|
-36,658
|
-63%
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$980K
|
+$370K
|
+6,727
|
+45%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$910K
|
-$31.7K
|
-576
|
-3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$835K
|
+$56.7K
|
+1,032
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$780K
|
+$949K
|
+17,261
|
New
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$745K
|
-$26.3K
|
-478
|
-3%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$704K
|
+$142K
|
+2,590
|
+20%
|
|
|
18
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$644K
|
+$30.1K
|
+547
|
+4%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$499K
|
-$76.5K
|
-1,392
|
-11%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$329K
|
-$148K
|
-2,689
|
-27%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$322K
|
-$23.1K
|
-420
|
-6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$300K
|
+$365K
|
+6,639
|
New
|
|
|
23
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$296K
|
-$290K
|
-5,281
|
-45%
|
|
|
24
|
|
$267K
|
+$325K
|
+5,920
|
New
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$262K
|
-$45.6K
|
-829
|
-13%
|
|
