|
1
|
UBS Group
Zurich,
Switzerland
|
$9.03M
|
-$201K
|
-7,580
|
-2%
|
|
|
2
|
|
$8.37M
|
+$500K
|
+18,883
|
+7%
|
|
|
3
|
Kestra Private Wealth Services
Austin,
Texas
|
$5.55M
|
+$11.2K
|
+422
|
+0.2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$4.96M
|
-$2.13M
|
-80,328
|
-31%
|
|
|
5
|
|
$2.64M
|
+$262K
|
+9,906
|
+12%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.18M
|
-$171K
|
-6,458
|
-8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.79M
|
-$51.2K
|
-1,936
|
-3%
|
|
|
8
|
WESPAC Advisors
Orinda,
California
|
$1.71M
|
+$279K
|
+10,531
|
+21%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.46M
|
+$63.6K
|
+2,404
|
+5%
|
|
|
10
|
|
$1.41M
|
+$1.32M
|
+50,028
|
New
|
|
|
11
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.22M
|
+$1.15M
|
+43,339
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.19M
|
+$10.8K
|
+408
|
+1%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$1.1M
|
+$109K
|
+4,113
|
+12%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$1M
|
-$15.8K
|
-598
|
-2%
|
|
|
15
|
Golden Green
Seneca,
South Carolina
|
$748K
|
+$705K
|
+26,634
|
New
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$739K
|
+$16.1K
|
+608
|
+2%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$708K
|
-$76.8K
|
-2,902
|
-10%
|
|
|
18
|
Physician Wealth Advisors
Midvale,
Utah
|
$669K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$558K
|
+$525K
|
+19,852
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$377K
|
-$46.6K
|
-1,760
|
-12%
|
|
|
21
|
Millennium Management
New York
|
$364K
|
+$343K
|
+12,961
|
New
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$340K
|
+$46.3K
|
+1,750
|
+17%
|
|
|
23
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$337K
|
–
|
–
|
–
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$322K
|
+$556
|
+21
|
+0.2%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$290K
|
–
|
–
|
–
|
|
