|
1
|
UBS Group
Zurich,
Switzerland
|
$8.74M
|
+$1.94M
|
+82,338
|
+28%
|
|
|
2
|
|
$7.32M
|
-$978K
|
-41,536
|
-12%
|
|
|
3
|
|
$3.38M
|
+$1.1M
|
+46,634
|
+47%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.63M
|
+$926K
|
+39,323
|
+53%
|
|
|
5
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.71M
|
+$1.36M
|
+57,621
|
+351%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.51M
|
-$42.7K
|
-1,813
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.48M
|
-$320K
|
-13,596
|
-18%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.36M
|
-$335K
|
-14,215
|
-19%
|
|
|
9
|
|
$1.03M
|
–
|
–
|
–
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$981K
|
+$89.6K
|
+3,804
|
+10%
|
|
|
11
|
WESPAC Advisors
Orinda,
California
|
$964K
|
-$285K
|
-12,111
|
-22%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$852K
|
-$56.8K
|
-2,411
|
-6%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$761K
|
+$228K
|
+9,679
|
+42%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$559K
|
-$27.8K
|
-1,179
|
-5%
|
|
|
15
|
Physician Wealth Advisors
Midvale,
Utah
|
$537K
|
–
|
–
|
–
|
|
|
16
|
LexAurum Advisors
Overland Park,
Kansas
|
$515K
|
+$353
|
+15
|
+0.1%
|
|
|
17
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$350K
|
+$356K
|
+15,100
|
New
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$333K
|
+$6.38K
|
+271
|
+2%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$318K
|
+$33K
|
+1,400
|
+11%
|
|
|
20
|
Alpha Cubed Investments
Irvine,
California
|
$307K
|
+$313K
|
+13,298
|
New
|
|
|
21
|
Shaker Financial Services
Arlington,
Virginia
|
$287K
|
+$293K
|
+12,454
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$281K
|
+$15.3K
|
+650
|
+6%
|
|
|
23
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$277K
|
–
|
–
|
–
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$267K
|
+$1.15K
|
+49
|
+0.4%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$261K
|
–
|
–
|
–
|
|
