|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$36.5M
|
-$1.17M
|
-33,082
|
-3%
|
|
|
2
|
Hollencrest Capital Management
Newport Beach,
California
|
$19.3M
|
+$1.14M
|
+32,182
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
-$22K
|
-624
|
-0.1%
|
|
|
4
|
|
$11.2M
|
+$23.4K
|
+664
|
+0.2%
|
|
|
5
|
Cetera Advisors
Denver,
Colorado
|
$8.63M
|
+$147K
|
+4,164
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.5M
|
-$6.9M
|
-195,502
|
-48%
|
|
|
7
|
|
$7.14M
|
-$1.83K
|
-52
|
-0%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.13M
|
+$1.77M
|
+50,308
|
+33%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.1M
|
-$135K
|
-3,814
|
-2%
|
|
|
10
|
American International Group
New York
|
$6.06M
|
-$25.2K
|
-714
|
-0.4%
|
|
|
11
|
Community Financial Services Group
Newport,
Vermont
|
$5.88M
|
+$67.6K
|
+1,918
|
+1%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.72M
|
+$87.3K
|
+2,476
|
+2%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.85M
|
+$104K
|
+2,962
|
+4%
|
|
|
14
|
Suntrust Banks
Atlanta,
Georgia
|
$2.42M
|
–
|
–
|
–
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.28M
|
+$20.2K
|
+574
|
+0.9%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$2.04M
|
+$267K
|
+7,558
|
+15%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.63M
|
+$123K
|
+3,494
|
+8%
|
|
|
18
|
|
$1.59M
|
+$1.58M
|
+44,742
|
New
|
|
|
19
|
|
$1.57M
|
+$129K
|
+3,648
|
+9%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$1.45M
|
–
|
–
|
–
|
|
|
21
|
William Blair & Company
Chicago,
Illinois
|
$1.33M
|
+$245K
|
+6,936
|
+23%
|
|
|
22
|
Credit Suisse
Zurich,
Switzerland
|
$1.25M
|
+$586K
|
+16,606
|
+89%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.19M
|
+$35.9K
|
+1,018
|
+3%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$934K
|
+$85.4K
|
+2,420
|
+10%
|
|
|
25
|
Placemark Investments
Chicago,
Illinois
|
$888K
|
-$226K
|
-6,406
|
-20%
|
|
