|
1
|
|
$20.2M
|
+$579K
|
+15,329
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13.2M
|
-$10.9M
|
-289,633
|
-41%
|
|
|
3
|
|
$9.03M
|
+$201K
|
+5,318
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.61M
|
-$666K
|
-17,610
|
-7%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$7.03M
|
+$9.26K
|
+245
|
+0.1%
|
|
|
6
|
Credit Suisse
Zurich,
Switzerland
|
$6.3M
|
+$73.7K
|
+1,951
|
+1%
|
|
|
7
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$3.17M
|
+$3.81M
|
+100,911
|
New
|
|
|
8
|
GW & Wade
Wellesley,
Massachusetts
|
$3.16M
|
-$424K
|
-11,220
|
-10%
|
|
|
9
|
John G. Ullman & Associates
Corning,
New York
|
$3.06M
|
+$1.05M
|
+27,650
|
+40%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.03M
|
+$459K
|
+12,134
|
+14%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.02M
|
-$3.93K
|
-104
|
-0.1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.46M
|
-$149K
|
-3,955
|
-5%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$2.08M
|
-$690K
|
-18,243
|
-22%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$1.95M
|
-$66.1K
|
-1,748
|
-3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.91M
|
-$1.52M
|
-40,138
|
-40%
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.65M
|
+$1.98M
|
+52,410
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.61M
|
+$381K
|
+10,078
|
+24%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.61M
|
-$1.22M
|
-32,257
|
-39%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.52M
|
-$1.39M
|
-36,889
|
-43%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.48M
|
+$130K
|
+3,436
|
+8%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.33M
|
-$42.2K
|
-1,117
|
-3%
|
|
|
22
|
NTV Asset Management
Charleston,
West Virginia
|
$1.32M
|
+$20.2K
|
+534
|
+1%
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$1.32M
|
+$1.59M
|
+42,065
|
New
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.15M
|
+$371K
|
+9,829
|
+37%
|
|
|
25
|
Instrumental Wealth
Tampa,
Florida
|
$1.1M
|
+$503K
|
+13,313
|
+57%
|
|
