|
1
|
|
$2.06M
|
-$1.11M
|
-25,652
|
-37%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$2.01M
|
+$714K
|
+16,453
|
+63%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.97M
|
+$47.5K
|
+1,094
|
+3%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$874K
|
-$95.7K
|
-2,206
|
-11%
|
|
|
5
|
Pathstone Family Office
Englewood,
New Jersey
|
$618K
|
–
|
–
|
–
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$553K
|
–
|
–
|
–
|
|
|
7
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$478K
|
+$440K
|
+10,135
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$446K
|
-$44.2K
|
-1,018
|
-10%
|
|
|
9
|
55I LLC
Boston,
Massachusetts
|
$417K
|
+$384K
|
+8,842
|
New
|
|
|
10
|
BCS Wealth Management
Johnson City,
Tennessee
|
$407K
|
–
|
–
|
–
|
|
|
11
|
Omnia Family Wealth
Aventura,
Florida
|
$359K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$326K
|
+$47.8K
|
+1,102
|
+19%
|
|
|
13
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$246K
|
-$22.6K
|
-522
|
-9%
|
|
|
14
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$240K
|
+$221K
|
+5,100
|
New
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$219K
|
+$202K
|
+4,653
|
New
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$207K
|
+$190K
|
+4,387
|
New
|
|
|
17
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$118K
|
–
|
–
|
–
|
|
|
18
|
Belpointe Asset Management
Reno,
Nevada
|
$111K
|
+$102K
|
+2,359
|
New
|
|
|
19
|
|
$89K
|
-$10.4K
|
-240
|
-11%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$76K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$65K
|
+$2.17K
|
+50
|
+4%
|
|
|
22
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$64K
|
–
|
–
|
–
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$57K
|
–
|
–
|
–
|
|
|
24
|
Lee Financial
Dallas,
Texas
|
$52K
|
–
|
–
|
–
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$49K
|
+$44.5K
|
+1,025
|
New
|
|
