|
1
|
Bank of America
Charlotte,
North Carolina
|
$49.7M
|
-$20.4M
|
-484,266
|
-28%
|
|
|
2
|
|
$30.8M
|
+$133K
|
+3,156
|
+0.4%
|
|
|
3
|
|
$24M
|
+$17.8M
|
+422,013
|
+244%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$10.1M
|
-$1.03M
|
-24,573
|
-9%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$9.34M
|
+$8.33K
|
+198
|
+0.1%
|
|
|
6
|
Credit Suisse
Zurich,
Switzerland
|
$8.69M
|
-$670K
|
-15,926
|
-7%
|
|
|
7
|
Zurich Insurance Group
Zurich,
Switzerland
|
$5.29M
|
-$205K
|
-4,870
|
-4%
|
|
|
8
|
GW & Wade
Wellesley,
Massachusetts
|
$5.1M
|
+$4.6M
|
+109,223
|
+642%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.2M
|
+$250K
|
+5,940
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.9M
|
+$741K
|
+17,612
|
+22%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.9M
|
+$1.41M
|
+33,393
|
+53%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$3.74M
|
+$565K
|
+13,424
|
+17%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.6M
|
+$1.99M
|
+47,341
|
+113%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
$3.24M
|
+$575K
|
+13,657
|
+94%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.11M
|
+$201K
|
+4,768
|
+7%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.02M
|
-$19.4K
|
-462
|
-0.6%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$2.59M
|
+$226K
|
+5,375
|
+9%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$2.09M
|
+$2.18M
|
+51,708
|
New
|
|
|
19
|
NTV Asset Management
Charleston,
West Virginia
|
$2.02M
|
-$33.7K
|
-800
|
-2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.92M
|
+$292K
|
+6,931
|
+17%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$1.7M
|
-$1.54M
|
-36,562
|
-47%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.64M
|
+$41.4K
|
+983
|
+2%
|
|
|
23
|
|
$1.62M
|
-$92.5K
|
-2,198
|
-5%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$1.39M
|
-$82.9K
|
-1,969
|
-5%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$1.35M
|
-$189K
|
-4,493
|
-12%
|
|
