|
1
|
Denver PWM
Denver,
Colorado
|
$2.53M
|
+$139K
|
+4,396
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.42M
|
-$88.8K
|
-2,802
|
-6%
|
|
|
3
|
|
$1.25M
|
+$101K
|
+3,195
|
+9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.21M
|
-$524K
|
-16,527
|
-31%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$844K
|
-$52.6K
|
-1,660
|
-6%
|
|
|
6
|
Oppenheimer & Co
New York
|
$801K
|
-$1.58K
|
-50
|
-0.2%
|
|
|
7
|
Boston Family Office
Boston,
Massachusetts
|
$800K
|
+$38.9K
|
+1,228
|
+5%
|
|
|
8
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$579K
|
+$349
|
+11
|
+0.1%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$575K
|
-$327K
|
-10,320
|
-37%
|
|
|
10
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$544K
|
+$225K
|
+7,085
|
+72%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$533K
|
+$17K
|
+536
|
+3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$484K
|
-$45.4K
|
-1,433
|
-9%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$422K
|
+$418K
|
+13,172
|
New
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$338K
|
+$37.5K
|
+1,183
|
+13%
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$325K
|
+$5.99K
|
+189
|
+2%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$248K
|
+$245K
|
+7,742
|
New
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$140K
|
+$2.19K
|
+69
|
+2%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$78K
|
-$7.23K
|
-228
|
-9%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61K
|
-$1.45M
|
-45,876
|
-96%
|
|
|
20
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$55K
|
+$602
|
+19
|
+1%
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$50K
|
+$34.9K
|
+1,100
|
+234%
|
|
|
22
|
Anchor Investment Management
Columbia,
South Carolina
|
$20.2K
|
-$2.38K
|
-75
|
-11%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$17K
|
–
|
–
|
–
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$9.62K
|
–
|
–
|
–
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$4K
|
+$3.9K
|
+123
|
New
|
|
