|
1
|
|
$20.6M
|
+$1.36M
|
+49,090
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
-$1.97M
|
-71,317
|
-17%
|
|
|
3
|
|
$7.71M
|
-$772K
|
-27,961
|
-10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.64M
|
-$516K
|
-18,705
|
-8%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$6.63M
|
-$12.4K
|
-449
|
-0.2%
|
|
|
6
|
Credit Suisse
Zurich,
Switzerland
|
$5.95M
|
-$11.8K
|
-429
|
-0.2%
|
|
|
7
|
Arlington Financial Advisors
Santa Barbara,
California
|
$5.07M
|
+$4.71M
|
+170,695
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.3M
|
+$406K
|
+14,700
|
+15%
|
|
|
9
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$3M
|
–
|
–
|
–
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.87M
|
+$8.45K
|
+306
|
+0.3%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.46M
|
+$839K
|
+30,383
|
+58%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.22M
|
+$731K
|
+26,473
|
+55%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.07M
|
-$241K
|
-8,717
|
-11%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$1.96M
|
-$1.19K
|
-43
|
-0.1%
|
|
|
15
|
John G. Ullman & Associates
Corning,
New York
|
$1.88M
|
-$944K
|
-34,200
|
-35%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.81M
|
+$5.13K
|
+186
|
+0.3%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$1.78M
|
-$56.5K
|
-2,046
|
-3%
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
$1.76M
|
+$1,000K
|
+36,215
|
+157%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.54M
|
+$17.4K
|
+631
|
+1%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
+$907K
|
+32,855
|
+221%
|
|
|
21
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.28M
|
+$1.18M
|
+42,922
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.2M
|
-$48.1K
|
-1,743
|
-4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.15M
|
-$351K
|
-12,717
|
-25%
|
|
|
24
|
Instrumental Wealth
Tampa,
Florida
|
$1.12M
|
+$269K
|
+9,735
|
+27%
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$1.11M
|
+$1.03M
|
+37,148
|
+11,719%
|
|
