|
1
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.6M
|
-$345K
|
-9,608
|
-6%
|
|
|
2
|
EPIQ Partners
Minneapolis,
Minnesota
|
$2.48M
|
+$284K
|
+7,900
|
+10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.18M
|
+$536K
|
+14,910
|
+25%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.79M
|
-$712K
|
-19,815
|
-25%
|
|
|
5
|
|
$1.69M
|
+$1.64M
|
+45,682
|
+409%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.08M
|
+$1.3M
|
+36,282
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.05M
|
+$770K
|
+21,423
|
+153%
|
|
|
8
|
Weil Company
San Diego,
California
|
$669K
|
+$810K
|
+22,534
|
New
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$650K
|
-$892K
|
-24,840
|
-53%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$600K
|
-$53.3K
|
-1,483
|
-7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$528K
|
-$51.4K
|
-1,432
|
-7%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$526K
|
+$12.4K
|
+345
|
+2%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$485K
|
+$155K
|
+4,310
|
+36%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$435K
|
-$163K
|
-4,536
|
-24%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$334K
|
-$45.9K
|
-1,278
|
-10%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$280K
|
+$26.5K
|
+739
|
+8%
|
|
|
17
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$267K
|
+$323K
|
+9,000
|
New
|
|
|
18
|
Tidal Investments
Milwaukee,
Wisconsin
|
$203K
|
+$19.5K
|
+542
|
+9%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$200K
|
+$15.1K
|
+420
|
+7%
|
|
|
20
|
Triumph Capital Management
Denver,
Colorado
|
$131K
|
-$347K
|
-9,665
|
-39%
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$20K
|
-$1.44K
|
-40
|
-6%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$13K
|
–
|
–
|
–
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$8K
|
-$33.4K
|
-930
|
-78%
|
|
|
25
|
|
$8K
|
–
|
–
|
–
|
|
