|
1
|
Bank of New York Mellon
New York
|
$33.9M
|
-$790K
|
-26,024
|
-2%
|
|
|
2
|
One Capital Management
Westlake Village,
California
|
$32.9M
|
+$1.65M
|
+54,391
|
+6%
|
|
|
3
|
Surevest
Los Angeles,
California
|
$6.79M
|
+$378K
|
+12,464
|
+6%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$5.41M
|
+$5.14M
|
+169,269
|
New
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.42M
|
+$4.16M
|
+137,133
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.64M
|
+$27.6K
|
+908
|
+0.8%
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$2.63M
|
+$1.45M
|
+47,759
|
+138%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.47M
|
-$202K
|
-6,669
|
-13%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.44M
|
+$267K
|
+8,795
|
+24%
|
|
|
10
|
|
$1.14M
|
+$1.09M
|
+35,805
|
New
|
|
|
11
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$864K
|
-$303
|
-10
|
-0%
|
|
|
12
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$391K
|
+$64.8K
|
+2,135
|
+21%
|
|
|
13
|
CIBC World Market
Toronto,
Ontario, Canada
|
$370K
|
+$351K
|
+11,569
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$232K
|
+$7.07K
|
+233
|
+3%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$202K
|
+$59.4K
|
+1,957
|
+45%
|
|
|
16
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$72.7K
|
+$69K
|
+2,275
|
New
|
|
|
17
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$47K
|
+$17K
|
+560
|
+61%
|
|
|
18
|
SignatureFD
Atlanta,
Georgia
|
$43K
|
+$1.52K
|
+50
|
+4%
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$37K
|
–
|
–
|
–
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$25K
|
-$6.07K
|
-200
|
-20%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$23K
|
-$83.3K
|
-2,744
|
-79%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$14K
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$611K
|
-21,220
|
Closed
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$32K
|
-1,100
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
-$30
|
-1
|
Closed
|
|
