|
1
|
Smith Asset Management
Chiefland,
Florida
|
$4.87M
|
-$60.7K
|
-3,046
|
-1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$3.14M
|
+$312K
|
+15,649
|
+11%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$3.01M
|
-$198K
|
-9,923
|
-6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.87M
|
+$190K
|
+9,512
|
+7%
|
|
|
5
|
|
$2.72M
|
-$121K
|
-6,085
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.66M
|
+$42K
|
+2,107
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.4M
|
+$1.38M
|
+69,146
|
+131%
|
|
|
8
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$2.12M
|
-$1.83M
|
-91,677
|
-47%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$2.01M
|
-$93.5K
|
-4,689
|
-4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.01M
|
+$7.88K
|
+395
|
+0.4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.98M
|
-$23.2K
|
-1,164
|
-1%
|
|
|
12
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.64M
|
-$20K
|
-1,005
|
-1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$820K
|
-$25.7K
|
-1,287
|
-3%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$802K
|
-$62.3K
|
-3,124
|
-7%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$743K
|
+$1.87K
|
+94
|
+0.2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$730K
|
+$18.6K
|
+935
|
+3%
|
|
|
17
|
Everstar Asset Management
Mooresville,
North Carolina
|
$721K
|
–
|
–
|
–
|
|
|
18
|
Shaker Financial Services
Arlington,
Virginia
|
$689K
|
+$396K
|
+19,859
|
+134%
|
|
|
19
|
E&G Advisors
Houston,
Texas
|
$643K
|
-$5.98K
|
-300
|
-0.9%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$580K
|
+$294K
|
+14,760
|
+100%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$570K
|
+$132K
|
+6,605
|
+30%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$452K
|
–
|
–
|
–
|
|
|
23
|
Kingswood Wealth Advisors
San Diego,
California
|
$442K
|
-$510K
|
-25,570
|
-53%
|
|
|
24
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$308K
|
-$22.3K
|
-1,117
|
-7%
|
|
|
25
|
Physician Wealth Advisors
Midvale,
Utah
|
$306K
|
–
|
–
|
–
|
|
