|
1
|
|
$116M
|
+$5.27M
|
+92,670
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$43.8M
|
-$2.44M
|
-42,895
|
-5%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$33.5M
|
+$611K
|
+10,747
|
+2%
|
|
|
4
|
|
$8.21M
|
-$69.3K
|
-1,219
|
-0.9%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.03M
|
+$292K
|
+5,137
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.39M
|
+$228K
|
+4,018
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.54M
|
+$810K
|
+14,261
|
+15%
|
|
|
8
|
|
$6.14M
|
-$727K
|
-12,790
|
-11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.05M
|
-$962K
|
-16,934
|
-14%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$5.33M
|
-$718K
|
-12,630
|
-12%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.07M
|
+$550K
|
+9,678
|
+16%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$3.92M
|
+$3.83M
|
+67,321
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.18M
|
-$26.8K
|
-471
|
-0.9%
|
|
|
14
|
Fisher Asset Management
Camas,
Washington
|
$2.94M
|
-$227K
|
-3,997
|
-7%
|
|
|
15
|
SVB Wealth
Boston,
Massachusetts
|
$2.83M
|
-$137K
|
-2,413
|
-5%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.75M
|
+$428K
|
+7,524
|
+19%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$2.48M
|
+$40.3K
|
+709
|
+2%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$2.46M
|
+$886K
|
+15,586
|
+59%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.05M
|
-$211K
|
-3,709
|
-10%
|
|
|
20
|
Fortis Advisors
Wayne,
Pennsylvania
|
$2.03M
|
+$204K
|
+3,594
|
+12%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.01M
|
-$1.29M
|
-22,740
|
-40%
|
|
|
22
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.78M
|
–
|
–
|
–
|
|
|
23
|
Slow Capital
Greenbrae,
California
|
$1.61M
|
-$161K
|
-2,836
|
-9%
|
|
|
24
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.54M
|
+$203K
|
+3,572
|
+16%
|
|
|
25
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.46M
|
–
|
–
|
–
|
|
