|
1
|
|
$37.3M
|
+$2.16M
|
+250,075
|
+6%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$25.7M
|
+$915K
|
+105,728
|
+4%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$6.92M
|
-$6.24M
|
-721,119
|
-47%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.72M
|
+$639K
|
+73,826
|
+16%
|
|
|
5
|
|
$4.22M
|
-$144K
|
-16,600
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.8M
|
-$71K
|
-8,205
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.5M
|
+$148K
|
+17,058
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.86M
|
-$378K
|
-43,745
|
-17%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.86M
|
-$369K
|
-42,696
|
-17%
|
|
|
10
|
Centaurus Financial
Anaheim,
California
|
$1.84M
|
-$17.8K
|
-2,053
|
-0.9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.78M
|
+$198K
|
+22,837
|
+12%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.18M
|
-$157K
|
-18,164
|
-12%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.16M
|
+$4.66K
|
+539
|
+0.4%
|
|
|
14
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$994K
|
+$270K
|
+31,200
|
+37%
|
|
|
15
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$822K
|
–
|
–
|
–
|
|
|
16
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$716K
|
-$11.1K
|
-1,282
|
-2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$702K
|
+$39.6K
|
+4,577
|
+6%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$633K
|
-$4.08K
|
-472
|
-0.6%
|
|
|
19
|
9258 Wealth Management
Blue Ash,
Ohio
|
$600K
|
-$18.1K
|
-2,091
|
-3%
|
|
|
20
|
Wedbush Securities
Los Angeles,
California
|
$556K
|
+$403K
|
+46,532
|
+257%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$486K
|
-$6.56K
|
-758
|
-1%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$426K
|
-$15.3K
|
-1,774
|
-3%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$424K
|
+$4.92K
|
+569
|
+1%
|
|
|
24
|
Bard Financial Services
Branford,
Connecticut
|
$327K
|
–
|
–
|
–
|
|
|
25
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$280K
|
–
|
–
|
–
|
|
