|
1
|
|
$44.7M
|
-$430K
|
-19,669
|
-1%
|
|
|
2
|
|
$17.2M
|
-$52M
|
-2,378,747
|
-75%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$13.8M
|
-$6.43M
|
-294,342
|
-32%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.54M
|
-$355K
|
-16,235
|
-4%
|
|
|
5
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$8.33M
|
+$524K
|
+23,967
|
+7%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.12M
|
+$181K
|
+8,298
|
+2%
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8.12M
|
+$181K
|
+8,298
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.31M
|
-$3.48M
|
-159,017
|
-36%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.19M
|
+$101K
|
+4,602
|
+2%
|
|
|
10
|
|
$5.56M
|
+$23.9K
|
+1,095
|
+0.4%
|
|
|
11
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$4.62M
|
+$4.57M
|
+209,118
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.05M
|
+$1.59M
|
+72,915
|
+112%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.56M
|
+$263K
|
+12,028
|
+12%
|
|
|
14
|
Oppenheimer Asset Management
New York
|
$2.47M
|
-$30.1K
|
-1,379
|
-1%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.33M
|
+$458K
|
+20,975
|
+25%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.25M
|
-$2.17M
|
-99,255
|
-49%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.21M
|
+$65K
|
+2,973
|
+3%
|
|
|
18
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.96M
|
+$93K
|
+4,257
|
+5%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$1.75M
|
-$860K
|
-39,366
|
-33%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$1.62M
|
+$104K
|
+4,769
|
+7%
|
|
|
21
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.58M
|
+$55.6K
|
+2,546
|
+4%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$1.54M
|
+$77.9K
|
+3,566
|
+5%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.53M
|
-$84.2K
|
-3,851
|
-5%
|
|
|
24
|
|
$1.4M
|
+$187K
|
+8,537
|
+16%
|
|
|
25
|
NBT Bank
Norwich,
New York
|
$1.15M
|
-$54.4K
|
-2,488
|
-5%
|
|
