|
1
|
State Street
Boston,
Massachusetts
|
$43M
|
-$1.03M
|
-31,734
|
-2%
|
|
|
2
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$4.18M
|
-$225K
|
-6,944
|
-5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.06M
|
-$230K
|
-7,101
|
-5%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.6M
|
+$1.37M
|
+42,458
|
+57%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.42M
|
-$302K
|
-9,320
|
-11%
|
|
|
6
|
|
$2.3M
|
+$843K
|
+26,047
|
+54%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.93M
|
+$349K
|
+10,782
|
+21%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.92M
|
+$64.8K
|
+2,003
|
+3%
|
|
|
9
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$1.55M
|
+$1.64M
|
+50,584
|
New
|
|
|
10
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.45M
|
+$1.5M
|
+46,462
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$920K
|
-$735K
|
-22,709
|
-43%
|
|
|
12
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$904K
|
+$92.7K
|
+2,865
|
+11%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$850K
|
+$250K
|
+7,718
|
+39%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$524K
|
+$111K
|
+3,430
|
+25%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$500K
|
-$69.5K
|
-2,146
|
-12%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$225K
|
+$237K
|
+7,312
|
New
|
|
|
17
|
CX Institutional
Auburn,
Indiana
|
$221K
|
-$583
|
-18
|
-0.2%
|
|
|
18
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$219K
|
-$23.5K
|
-725
|
-9%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$201K
|
+$212K
|
+6,549
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$151K
|
+$73.9K
|
+2,282
|
+87%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$50K
|
+$53.1K
|
+1,640
|
New
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$18.4K
|
-$30.6K
|
-946
|
-61%
|
|
|
23
|
|
$9K
|
–
|
–
|
–
|
|
|
24
|
WhitTier Trust Company
Reno,
Nevada
|
$8K
|
+$8.09K
|
+250
|
New
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$844K
|
-24,728
|
Closed
|
|
