|
1
|
UBS Group
Zurich,
Switzerland
|
$8.13M
|
+$517K
|
+21,158
|
+7%
|
|
|
2
|
|
$6.53M
|
+$569K
|
+23,310
|
+10%
|
|
|
3
|
|
$2.17M
|
-$53K
|
-2,169
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.02M
|
+$49.7K
|
+2,037
|
+3%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.59M
|
+$62.4K
|
+2,557
|
+4%
|
|
|
6
|
WESPAC Advisors
Orinda,
California
|
$1.24M
|
+$1.23M
|
+50,359
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.24M
|
+$144K
|
+5,888
|
+13%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.03M
|
+$23.1K
|
+946
|
+2%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$854K
|
+$242K
|
+9,899
|
+40%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$669K
|
-$30.6K
|
-1,255
|
-4%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$667K
|
-$17.9K
|
-735
|
-3%
|
|
|
12
|
Physician Wealth Advisors
Midvale,
Utah
|
$661K
|
+$598K
|
+24,500
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$390K
|
+$12.2K
|
+500
|
+3%
|
|
|
14
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$296K
|
–
|
–
|
–
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$281K
|
+$279K
|
+11,412
|
New
|
|
|
16
|
Advisornet Financial
Minnetonka,
Minnesota
|
$255K
|
–
|
–
|
–
|
|
|
17
|
Davenport & Co
Richmond,
Virginia
|
$254K
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$249K
|
-$18K
|
-739
|
-7%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$246K
|
-$125K
|
-5,128
|
-34%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$241K
|
-$27.5K
|
-1,125
|
-10%
|
|
|
21
|
American Research & Management Company
Marion,
Massachusetts
|
$216K
|
+$214K
|
+8,765
|
New
|
|
|
22
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$212K
|
+$210K
|
+8,600
|
New
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$95K
|
+$10K
|
+410
|
+12%
|
|
|
24
|
Valeo Financial Advisors
Carmel,
Indiana
|
$46K
|
+$46K
|
+1,884
|
New
|
|
|
25
|
|
$30K
|
–
|
–
|
–
|
|
