|
1
|
UBS Group
Zurich,
Switzerland
|
$1.25M
|
+$818K
|
+27,947
|
+151%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$1.16M
|
+$835K
|
+28,528
|
+196%
|
|
|
3
|
|
$1M
|
+$299K
|
+10,210
|
+38%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$943K
|
+$254K
|
+8,663
|
+33%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$853K
|
+$928K
|
+31,691
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$557K
|
+$80.7K
|
+2,756
|
+15%
|
|
|
7
|
Ackerman Asset Management
Rockville,
Maryland
|
$466K
|
–
|
–
|
–
|
|
|
8
|
Principal Street Partners
Memphis,
Tennessee
|
$451K
|
+$490K
|
+16,750
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$273K
|
-$966
|
-33
|
-0.3%
|
|
|
10
|
Beacon Pointe Advisors
Newport Beach,
California
|
$247K
|
+$269K
|
+9,189
|
New
|
|
|
11
|
Two Sigma Securities
New York
|
$224K
|
+$243K
|
+8,311
|
New
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$220K
|
+$41.6K
|
+1,422
|
+21%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$162K
|
+$20.5K
|
+699
|
+13%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$93.4K
|
+$7.32K
|
+250
|
+8%
|
|
|
15
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$92.8K
|
+$101K
|
+3,448
|
New
|
|
|
16
|
WealthCollab
Bellevue,
Washington
|
$87.7K
|
–
|
–
|
–
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$80.5K
|
–
|
–
|
–
|
|
|
18
|
Global Assets Advisory
Orlando,
Florida
|
$61.3K
|
+$79.8K
|
+2,725
|
New
|
|
|
19
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$58K
|
–
|
–
|
–
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$44.5K
|
+$48.4K
|
+1,652
|
New
|
|
|
21
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$43.7K
|
–
|
–
|
–
|
|
|
22
|
Signature Equity Partners
Columbus,
Ohio
|
$36.5K
|
+$39.7K
|
+1,357
|
New
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$36.3K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35K
|
+$34K
|
+1,160
|
+829%
|
|
|
25
|
CX Institutional
Auburn,
Indiana
|
$32K
|
–
|
–
|
–
|
|
