|
1
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$2.54M
|
+31,452
|
+2%
|
|
|
2
|
|
$120M
|
+$10.7M
|
+132,938
|
+10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$80.1M
|
+$12.2M
|
+151,292
|
+19%
|
|
|
4
|
Summit Trail Advisors
New York
|
$49.9M
|
-$1.26M
|
-15,666
|
-3%
|
|
|
5
|
Miracle Mile Advisors
Los Angeles,
California
|
$42.6M
|
+$24.8M
|
+307,031
|
+156%
|
|
|
6
|
MAI Capital Management
Independence,
Ohio
|
$35.3M
|
+$309K
|
+3,824
|
+0.9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$32.8M
|
-$907K
|
-11,233
|
-3%
|
|
|
8
|
Activest Wealth Management
Aventure,
Florida
|
$32.2M
|
+$15.5M
|
+191,732
|
New
|
|
|
9
|
Meitav Investment House
Bene-Beraq,
Israel
|
$28.9M
|
-$4.84K
|
-60
|
-0%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$28.4M
|
+$1.11M
|
+13,740
|
+4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.6M
|
-$1.28M
|
-15,891
|
-5%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.7M
|
+$605K
|
+7,494
|
+3%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$19.3M
|
-$747K
|
-9,248
|
-4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$18.2M
|
+$326K
|
+4,032
|
+2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.6M
|
-$7.08M
|
-87,691
|
-31%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.6M
|
+$501K
|
+6,207
|
+4%
|
|
|
17
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$14M
|
–
|
–
|
–
|
|
|
18
|
Searcy Financial Services
Overland Park,
Kansas
|
$11.4M
|
-$82.6K
|
-1,023
|
-0.8%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$11.3M
|
-$861K
|
-10,662
|
-7%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11M
|
-$1.28M
|
-15,794
|
-11%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$10.7M
|
-$128K
|
-1,581
|
-1%
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$8.53M
|
-$25.3K
|
-313
|
-0.3%
|
|
|
23
|
Connectus Wealth
Cincinnati,
Ohio
|
$8.51M
|
+$464K
|
+5,747
|
+6%
|
|
|
24
|
Valley Financial Management
New York
|
$7.5M
|
-$5.01M
|
-62,052
|
-41%
|
|
|
25
|
Northeast Financial Consultants
Westport,
Connecticut
|
$7.03M
|
-$242
|
-3
|
-0%
|
|
