|
1
|
|
$38.7M
|
-$4.59M
|
-207,582
|
-10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.3M
|
+$8.43M
|
+381,140
|
+88%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$10.4M
|
-$3.02M
|
-136,636
|
-22%
|
|
|
4
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$8.56M
|
+$549K
|
+24,842
|
+7%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.69M
|
-$139K
|
-6,272
|
-2%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.69M
|
-$139K
|
-6,272
|
-2%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.78M
|
+$842K
|
+38,087
|
+14%
|
|
|
8
|
|
$6.71M
|
-$10.2M
|
-462,250
|
-59%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.56M
|
+$505K
|
+22,832
|
+8%
|
|
|
10
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$4.61M
|
+$158K
|
+7,163
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.18M
|
+$2.09M
|
+94,354
|
+92%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.76M
|
+$1.34M
|
+60,828
|
+52%
|
|
|
13
|
BNP Paribas Financial Markets
Paris,
France
|
$3.07M
|
+$3.01M
|
+136,324
|
+1,710%
|
|
|
14
|
Oppenheimer Asset Management
New York
|
$2.33M
|
-$51.3K
|
-2,319
|
-2%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.23M
|
-$15.3K
|
-692
|
-0.7%
|
|
|
16
|
|
$2.14M
|
+$822K
|
+37,180
|
+59%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.01M
|
-$245K
|
-11,080
|
-10%
|
|
|
18
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.95M
|
+$71.1K
|
+3,217
|
+4%
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$1.84M
|
+$1.41M
|
+63,988
|
+285%
|
|
|
20
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.72M
|
+$1.78M
|
+80,681
|
New
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$1.69M
|
-$3.8K
|
-172
|
-0.2%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$1.56M
|
+$995
|
+45
|
+0.1%
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.53M
|
+$31.3K
|
+1,415
|
+2%
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$1.5M
|
+$25.6K
|
+1,158
|
+2%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.41M
|
-$70.5K
|
-3,190
|
-5%
|
|
