|
1
|
|
$4.39M
|
+$4.15M
|
+150,033
|
New
|
|
|
2
|
Cresset Asset Management
Chicago,
Illinois
|
$867K
|
+$804K
|
+29,034
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$817K
|
+$449K
|
+16,217
|
+138%
|
|
|
4
|
|
$544K
|
–
|
–
|
–
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$513K
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$472K
|
-$131K
|
-4,749
|
-23%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$369K
|
+$349K
|
+12,611
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$361K
|
-$43.5K
|
-1,570
|
-11%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$318K
|
-$22.9K
|
-829
|
-7%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$271K
|
+$256K
|
+9,248
|
New
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$252K
|
-$8.64K
|
-312
|
-3%
|
|
|
12
|
Zacks Investment Management
Chicago,
Illinois
|
$248K
|
-$1.1M
|
-39,868
|
-82%
|
|
|
13
|
|
$242K
|
-$27.7K
|
-1,001
|
-11%
|
|
|
14
|
Lunt Capital Management
Holladay,
Utah
|
$225K
|
-$11.1K
|
-400
|
-5%
|
|
|
15
|
Equitable Holdings
New York
|
$223K
|
-$8.3K
|
-300
|
-4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$214K
|
-$32.5K
|
-1,174
|
-14%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$165K
|
-$122K
|
-4,414
|
-44%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$146K
|
-$13.1K
|
-475
|
-9%
|
|
|
19
|
Spire Wealth Management
Mclean,
Virginia
|
$96K
|
+$247K
|
+8,913
|
+251%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$19.1K
|
–
|
–
|
–
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$11.7K
|
–
|
–
|
–
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.51K
|
–
|
–
|
–
|
|
|
23
|
GAMMA Investing
Foster City,
California
|
$8.07K
|
–
|
–
|
–
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$5K
|
+$4.73K
|
+171
|
New
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$2.54K
|
–
|
–
|
–
|
|
