|
1
|
Bank of America
Charlotte,
North Carolina
|
$132M
|
+$72.7M
|
+1,334,842
|
+94%
|
|
|
2
|
|
$41.7M
|
-$19.1M
|
-350,200
|
-29%
|
|
|
3
|
|
$26.9M
|
-$19.2M
|
-353,054
|
-39%
|
|
|
4
|
Credit Suisse
Zurich,
Switzerland
|
$17.4M
|
+$2.85M
|
+52,312
|
+17%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13.9M
|
-$1.33M
|
-24,499
|
-8%
|
|
|
6
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$11.1M
|
-$33.7K
|
-618
|
-0.3%
|
|
|
7
|
|
$9.49M
|
-$2.61M
|
-47,957
|
-20%
|
|
|
8
|
Zurich Insurance Group
Zurich,
Switzerland
|
$6.11M
|
-$755K
|
-13,862
|
-10%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.36M
|
+$91K
|
+1,671
|
+2%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$4.85M
|
+$651K
|
+11,946
|
+13%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.79M
|
+$346K
|
+6,355
|
+7%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4M
|
-$337K
|
-6,189
|
-7%
|
|
|
13
|
Balyasny Asset Management
Chicago,
Illinois
|
$3.38M
|
+$610K
|
+11,204
|
+19%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.13M
|
-$177K
|
-3,244
|
-5%
|
|
|
15
|
NTV Asset Management
Charleston,
West Virginia
|
$2.98M
|
-$49K
|
-900
|
-1%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.86M
|
-$409K
|
-7,506
|
-11%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.86M
|
-$1.15M
|
-21,090
|
-26%
|
|
|
18
|
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
|
$2.66M
|
-$94.3K
|
-1,731
|
-3%
|
|
|
19
|
The Family Firm
Bethesda,
Maryland
|
$2.54M
|
-$133K
|
-2,439
|
-4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.53M
|
+$27K
|
+496
|
+1%
|
|
|
21
|
Avalon Capital Management
Port Of Redwood City,
California
|
$2.29M
|
-$24K
|
-440
|
-0.9%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.27M
|
+$763
|
+14
|
+0%
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
$2.23M
|
+$309K
|
+5,670
|
+14%
|
|
|
24
|
Total Wealth Planning
Cincinnati,
Ohio
|
$2.04M
|
-$359K
|
-6,591
|
-13%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.99M
|
-$50.1K
|
-920
|
-2%
|
|
