|
1
|
|
$5.6M
|
-$585K
|
-10,409
|
-10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.81M
|
+$212K
|
+3,762
|
+14%
|
|
|
3
|
|
$1.77M
|
-$5.7M
|
-101,443
|
-77%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.68M
|
-$104K
|
-1,854
|
-6%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$1.66M
|
-$48.6K
|
-864
|
-3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.62M
|
+$52.1K
|
+926
|
+3%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.61M
|
-$821K
|
-14,598
|
-35%
|
|
|
8
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.38M
|
+$156K
|
+2,769
|
+13%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.34M
|
+$755K
|
+13,424
|
+141%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.15M
|
-$956K
|
-16,994
|
-46%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.12M
|
-$12.9K
|
-229
|
-1%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$603K
|
+$153K
|
+2,718
|
+36%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$565K
|
-$23.8K
|
-423
|
-4%
|
|
|
14
|
GLOBALT Investments
Atlanta,
Georgia
|
$557K
|
+$536K
|
+9,530
|
New
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$523K
|
-$32.7K
|
-582
|
-6%
|
|
|
16
|
Slow Capital
Greenbrae,
California
|
$492K
|
-$107K
|
-1,903
|
-18%
|
|
|
17
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$477K
|
-$23.2K
|
-412
|
-5%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$429K
|
+$412K
|
+7,336
|
New
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$395K
|
-$80.1K
|
-1,425
|
-17%
|
|
|
20
|
Bessemer Group
Woodbridge,
New Jersey
|
$365K
|
+$208K
|
+3,693
|
+145%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$308K
|
+$225
|
+4
|
+0.1%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$298K
|
-$12.5K
|
-222
|
-4%
|
|
|
23
|
|
$292K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$280K
|
-$221K
|
-3,927
|
-45%
|
|
|
25
|
NTV Asset Management
Charleston,
West Virginia
|
$275K
|
–
|
–
|
–
|
|
