|
1
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
-$61.6M
|
-834,103
|
-79%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$14M
|
-$2.19M
|
-29,636
|
-13%
|
|
|
3
|
|
$7.56M
|
-$17.4M
|
-235,904
|
-68%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.21M
|
-$2.36M
|
-31,989
|
-34%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.92M
|
-$234K
|
-3,171
|
-5%
|
|
|
6
|
|
$3.18M
|
+$3.27M
|
+44,327
|
+1,539%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$2.98M
|
+$3.27M
|
+44,254
|
New
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$2.88M
|
-$1.33K
|
-18
|
-0%
|
|
|
9
|
MAI Capital Management
Independence,
Ohio
|
$2.01M
|
+$33K
|
+447
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$2.01M
|
-$327K
|
-4,428
|
-13%
|
|
|
11
|
Great Diamond Partners
Portland,
Maine
|
$1.83M
|
+$51.3K
|
+695
|
+3%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$1.75M
|
-$11.4M
|
-154,233
|
-86%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.71M
|
+$1.88M
|
+25,442
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.46M
|
-$7.88M
|
-106,689
|
-83%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$1.4M
|
+$180K
|
+2,434
|
+13%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.32M
|
-$2.11M
|
-28,537
|
-59%
|
|
|
17
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.21M
|
+$280K
|
+3,788
|
+27%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.2M
|
+$974K
|
+13,192
|
+284%
|
|
|
19
|
Davenport & Co
Richmond,
Virginia
|
$1.13M
|
+$5.69K
|
+77
|
+0.5%
|
|
|
20
|
BNP Paribas Financial Markets
Paris,
France
|
$1.01M
|
+$1.11M
|
+15,000
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$923K
|
-$219K
|
-2,964
|
-18%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$865K
|
-$497K
|
-6,724
|
-34%
|
|
|
23
|
EP Wealth Advisors
Torrance,
California
|
$800K
|
-$15.5K
|
-210
|
-2%
|
|
|
24
|
|
$755K
|
+$828K
|
+11,217
|
New
|
|
|
25
|
Independent Financial Group
San Diego,
California
|
$754K
|
+$351K
|
+4,754
|
+74%
|
|
