|
1
|
Bank of America
Charlotte,
North Carolina
|
$64.6M
|
-$26M
|
-496,023
|
-26%
|
|
|
2
|
|
$55.6M
|
+$22.2M
|
+423,246
|
+53%
|
|
|
3
|
|
$41.7M
|
+$45.3M
|
+862,719
|
+1,750%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$14.3M
|
-$1.67M
|
-31,833
|
-9%
|
|
|
5
|
Credit Suisse
Zurich,
Switzerland
|
$14.1M
|
+$6.93M
|
+131,986
|
+75%
|
|
|
6
|
|
$11.2M
|
+$6.76M
|
+128,818
|
+111%
|
|
|
7
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$10.6M
|
-$82.7K
|
-1,575
|
-0.7%
|
|
|
8
|
Zurich Insurance Group
Zurich,
Switzerland
|
$6.43M
|
+$767K
|
+14,606
|
+12%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$5M
|
-$35.7K
|
-680
|
-0.6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.25M
|
-$293K
|
-5,590
|
-6%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.08M
|
-$213K
|
-4,059
|
-4%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$4.06M
|
-$113K
|
-2,160
|
-2%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.68M
|
+$270K
|
+5,144
|
+7%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.12M
|
+$331K
|
+6,310
|
+10%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$3.06M
|
-$1.99M
|
-37,976
|
-36%
|
|
|
16
|
NTV Asset Management
Charleston,
West Virginia
|
$2.87M
|
-$99.7K
|
-1,900
|
-3%
|
|
|
17
|
Balyasny Asset Management
Chicago,
Illinois
|
$2.69M
|
+$1.1M
|
+20,898
|
+55%
|
|
|
18
|
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
|
$2.6M
|
+$2.99M
|
+56,985
|
New
|
|
|
19
|
The Family Firm
Bethesda,
Maryland
|
$2.52M
|
+$236K
|
+4,497
|
+9%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.38M
|
-$1.11M
|
-21,056
|
-29%
|
|
|
21
|
Total Wealth Planning
Cincinnati,
Ohio
|
$2.24M
|
+$332K
|
+6,329
|
+15%
|
|
|
22
|
Avalon Capital Management
Port Of Redwood City,
California
|
$2.19M
|
-$60K
|
-1,143
|
-2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.15M
|
+$42K
|
+800
|
+2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.93M
|
-$74.8K
|
-1,425
|
-3%
|
|
|
25
|
Wealthspire Advisors (New York)
New York
|
$1.85M
|
+$508K
|
+9,673
|
+31%
|
|
