|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$7.56M
|
+$820K
|
+53,827
|
+12%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$5.11M
|
-$142K
|
-9,338
|
-3%
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
$2.98M
|
-$1.16M
|
-75,974
|
-28%
|
|
|
4
|
|
$2.2M
|
+$193K
|
+12,644
|
+10%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.42M
|
-$677K
|
-44,472
|
-33%
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.28M
|
+$187K
|
+12,257
|
+17%
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$1.17M
|
-$47.7K
|
-3,130
|
-4%
|
|
|
8
|
|
$1.16M
|
+$44.2K
|
+2,899
|
+4%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$1.12M
|
+$18.8K
|
+1,231
|
+2%
|
|
|
10
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$877K
|
+$12.4K
|
+816
|
+1%
|
|
|
11
|
Ford Financial Group
Fresno,
California
|
$784K
|
+$68.8K
|
+4,517
|
+10%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$742K
|
+$235K
|
+15,415
|
+48%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$700K
|
-$43.9K
|
-2,880
|
-6%
|
|
|
14
|
SeaCrest Wealth Management
Purchase,
New York
|
$666K
|
+$94.7K
|
+6,216
|
+17%
|
|
|
15
|
Hilltop Holdings
Dallas,
Texas
|
$553K
|
+$38.2K
|
+2,510
|
+8%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$545K
|
+$29.1K
|
+1,908
|
+6%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$486K
|
+$481K
|
+31,581
|
New
|
|
|
18
|
Fiduciary Group
Savannah,
Georgia
|
$356K
|
-$1.54K
|
-101
|
-0.4%
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$343K
|
+$340K
|
+22,301
|
New
|
|
|
20
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$317K
|
–
|
–
|
–
|
|
|
21
|
Edge Wealth Management
New York
|
$311K
|
+$2.47K
|
+162
|
+0.8%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$304K
|
+$4.63K
|
+304
|
+2%
|
|
|
23
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$265K
|
+$46.2K
|
+3,036
|
+21%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$238K
|
-$4.14K
|
-272
|
-2%
|
|
|
25
|
Manchester Financial
Westlake Village,
California
|
$226K
|
+$49.3K
|
+3,238
|
+28%
|
|
