|
1
|
Bank of America
Charlotte,
North Carolina
|
$65.7M
|
-$46M
|
-1,033,323
|
-38%
|
|
|
2
|
|
$29.1M
|
-$4.72M
|
-106,126
|
-12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10.5M
|
-$681K
|
-15,316
|
-5%
|
|
|
4
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$8.86M
|
-$12.1K
|
-271
|
-0.1%
|
|
|
5
|
Credit Suisse
Zurich,
Switzerland
|
$8.85M
|
-$5.8M
|
-130,378
|
-36%
|
|
|
6
|
|
$6.64M
|
-$1.06M
|
-23,769
|
-12%
|
|
|
7
|
Zurich Insurance Group
Zurich,
Switzerland
|
$5.21M
|
+$406K
|
+9,134
|
+7%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.76M
|
-$583K
|
-13,095
|
-12%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$3.03M
|
-$959K
|
-21,549
|
-21%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.03M
|
+$622K
|
+13,978
|
+22%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.01M
|
-$925K
|
-20,790
|
-21%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.88M
|
-$346K
|
-7,777
|
-9%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.77M
|
+$574K
|
+12,906
|
+22%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.42M
|
+$474K
|
+10,657
|
+20%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$2.25M
|
+$273K
|
+6,134
|
+12%
|
|
|
16
|
NTV Asset Management
Charleston,
West Virginia
|
$1.95M
|
-$493K
|
-11,090
|
-18%
|
|
|
17
|
|
$1.62M
|
-$23M
|
-516,651
|
-92%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.6M
|
-$781K
|
-17,558
|
-30%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.55M
|
-$296K
|
-6,657
|
-14%
|
|
|
20
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.55M
|
-$88.3K
|
-1,985
|
-5%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.52M
|
-$69.2K
|
-1,555
|
-4%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.45M
|
+$268K
|
+6,013
|
+19%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$1.39M
|
-$25.3K
|
-568
|
-2%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$1.08M
|
-$3.07K
|
-69
|
-0.2%
|
|
|
25
|
Providence First Trust
Scottsdale,
Arizona
|
$986K
|
-$4.45K
|
-100
|
-0.4%
|
|
