|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.28M
|
+$487K
|
+30,892
|
+10%
|
|
|
2
|
|
$3.15M
|
-$4.2K
|
-266
|
-0.1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.42M
|
+$536K
|
+33,950
|
+28%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.82M
|
+$5.11K
|
+324
|
+0.3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.23M
|
-$2.02K
|
-128
|
-0.2%
|
|
|
6
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$903K
|
+$418K
|
+26,494
|
+83%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$872K
|
+$17K
|
+1,079
|
+2%
|
|
|
8
|
Laidlaw Wealth Management
New York City,
New York
|
$707K
|
+$38.2K
|
+2,424
|
+6%
|
|
|
9
|
TriaGen Wealth Management
Calabasas,
California
|
$548K
|
–
|
–
|
–
|
|
|
10
|
Oppenheimer & Co
New York
|
$547K
|
–
|
–
|
–
|
|
|
11
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$430K
|
+$2.27K
|
+144
|
+0.5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$416K
|
-$208K
|
-13,198
|
-33%
|
|
|
13
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$412K
|
–
|
–
|
–
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$325K
|
+$1.31K
|
+83
|
+0.4%
|
|
|
15
|
Secure Asset Management
Troy,
Michigan
|
$308K
|
-$87.2K
|
-5,530
|
-22%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$307K
|
+$312K
|
+19,791
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$305K
|
-$6.47K
|
-410
|
-2%
|
|
|
18
|
Highlander Capital Management
Short Hills,
New Jersey
|
$233K
|
–
|
–
|
–
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$210K
|
+$2.05K
|
+130
|
+1%
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$206K
|
+$46.1K
|
+2,924
|
+28%
|
|
|
21
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$191K
|
-$40K
|
-2,533
|
-17%
|
|
|
22
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$175K
|
+$1.51K
|
+96
|
+0.9%
|
|
|
23
|
Equitable Holdings
New York
|
$164K
|
–
|
–
|
–
|
|
|
24
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$156K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$79K
|
+$268
|
+17
|
+0.3%
|
|
