|
1
|
|
$29.5M
|
-$1.61M
|
-114,148
|
-5%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.8M
|
+$1.06M
|
+75,251
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.59M
|
-$54.1K
|
-3,846
|
-2%
|
|
|
4
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.89M
|
-$315K
|
-22,401
|
-15%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.62M
|
+$66.3K
|
+4,711
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.11M
|
-$61.5K
|
-4,372
|
-5%
|
|
|
7
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$1.06M
|
+$181K
|
+12,849
|
+22%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.03M
|
+$341K
|
+24,276
|
+53%
|
|
|
9
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$662K
|
+$46.5K
|
+3,309
|
+8%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$531K
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$417K
|
+$41.3K
|
+2,933
|
+12%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$370K
|
+$16.9K
|
+1,200
|
+5%
|
|
|
13
|
Oppenheimer & Co
New York
|
$334K
|
-$22.7K
|
-1,616
|
-7%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$309K
|
+$312K
|
+22,150
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$281K
|
-$5.84K
|
-415
|
-2%
|
|
|
16
|
City of London Investment Management
London,
United Kingdom
|
$281K
|
-$371K
|
-26,400
|
-58%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$231K
|
+$48.4K
|
+3,438
|
+28%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$213K
|
-$7.92K
|
-563
|
-4%
|
|
|
19
|
Wedbush Securities
Los Angeles,
California
|
$209K
|
–
|
–
|
–
|
|
|
20
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$206K
|
+$197K
|
+13,975
|
New
|
|
|
21
|
PFG Investments
Woodbury,
New York
|
$206K
|
+$197K
|
+13,975
|
New
|
|
|
22
|
Catalina Capital Group
Torrance,
California
|
$189K
|
+$1.76K
|
+125
|
+1%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$150K
|
+$47K
|
+3,341
|
+49%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$45.8K
|
-$78.2K
|
-5,560
|
-64%
|
|
|
25
|
Archer Investment Corporation
Carmel,
Indiana
|
$34.5K
|
–
|
–
|
–
|
|
