|
1
|
Bank of America
Charlotte,
North Carolina
|
$80.4M
|
-$5.45M
|
-66,706
|
-6%
|
|
|
2
|
|
$63.4M
|
+$4.08M
|
+49,894
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$26.9M
|
+$8.64M
|
+105,688
|
+44%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.2M
|
+$154K
|
+1,878
|
+0.8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
-$368K
|
-4,507
|
-2%
|
|
|
6
|
|
$10.2M
|
-$25.9M
|
-316,847
|
-70%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.41M
|
+$620K
|
+7,587
|
+7%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.23M
|
+$1.4M
|
+17,180
|
+17%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$8.88M
|
+$7.48M
|
+91,539
|
+391%
|
|
|
10
|
Zurich Insurance Group
Zurich,
Switzerland
|
$8.86M
|
-$245K
|
-2,993
|
-3%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$8.32M
|
+$7.94M
|
+97,177
|
+921%
|
|
|
12
|
Bulltick Wealth Management
Miami,
Florida
|
$7.07M
|
+$40.9K
|
+500
|
+0.5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7M
|
+$1.96M
|
+24,017
|
+36%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$6.89M
|
+$631K
|
+7,718
|
+9%
|
|
|
15
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$6.69M
|
+$160K
|
+1,960
|
+2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$5.86M
|
-$2.31M
|
-28,277
|
-27%
|
|
|
17
|
Evolution Wealth Advisors
Aventura,
Florida
|
$5.62M
|
+$75.8K
|
+927
|
+1%
|
|
|
18
|
Platt Investment Counsel
Lake Mary,
Florida
|
$5.46M
|
+$48.1K
|
+588
|
+0.8%
|
|
|
19
|
NTV Asset Management
Charleston,
West Virginia
|
$5.33M
|
-$133K
|
-1,625
|
-2%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.3M
|
-$103K
|
-1,264
|
-2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.12M
|
-$281K
|
-3,443
|
-5%
|
|
|
22
|
Trilogy Capital
Irvine,
California
|
$4.61M
|
+$4.88M
|
+59,632
|
New
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$4.38M
|
+$505K
|
+6,183
|
+12%
|
|
|
24
|
Wealthspire Advisors (New York)
New York
|
$4.38M
|
-$503K
|
-6,155
|
-10%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.29M
|
-$3.4M
|
-41,547
|
-43%
|
|
