|
1
|
Denver PWM
Denver,
Colorado
|
$1.99M
|
+$188K
|
+6,460
|
+8%
|
|
|
2
|
|
$1.92M
|
+$2.27M
|
+78,173
|
New
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.01M
|
+$669K
|
+23,021
|
+128%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$957K
|
+$36.3K
|
+1,251
|
+3%
|
|
|
5
|
|
$901K
|
-$65.6K
|
-2,260
|
-6%
|
|
|
6
|
Boston Family Office
Boston,
Massachusetts
|
$635K
|
+$24.7K
|
+851
|
+3%
|
|
|
7
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$626K
|
+$214K
|
+7,357
|
+41%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$592K
|
-$588K
|
-20,239
|
-46%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$518K
|
-$153K
|
-5,280
|
-20%
|
|
|
10
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$496K
|
+$92.3K
|
+3,178
|
+19%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$409K
|
+$581
|
+20
|
+0.1%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$396K
|
+$468K
|
+16,102
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$332K
|
+$337K
|
+11,589
|
+610%
|
|
|
14
|
Oppenheimer & Co
New York
|
$324K
|
-$344K
|
-11,843
|
-47%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$324K
|
–
|
–
|
–
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$208K
|
+$20K
|
+690
|
+9%
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$89K
|
+$105K
|
+3,629
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$72K
|
+$86.4K
|
+2,976
|
New
|
|
|
19
|
Anchor Investment Management
Columbia,
South Carolina
|
$40.1K
|
+$29K
|
+1,000
|
+159%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
21
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$36K
|
-$8.28K
|
-285
|
-16%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.38K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$3K
|
-$436K
|
-15,005
|
-99%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$338K
|
-10,540
|
Closed
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$325K
|
-10,124
|
Closed
|
|
