|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$172M
|
-$7.07M
|
-170,663
|
-4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$55.6M
|
+$158K
|
+3,814
|
+0.3%
|
|
|
3
|
|
$54.2M
|
+$20.6M
|
+497,232
|
+58%
|
|
|
4
|
Sand Hill Global Advisors
Palo Alto,
California
|
$35.9M
|
+$34.2M
|
+826,888
|
+1,181%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.5M
|
+$1.45M
|
+34,930
|
+6%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.4M
|
+$723K
|
+17,465
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
-$3.65M
|
-88,184
|
-20%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$863K
|
+20,831
|
+8%
|
|
|
9
|
L.J. Altfest & Co
New York
|
$11.4M
|
-$58.3K
|
-1,408
|
-0.5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
+$750K
|
+18,125
|
+7%
|
|
|
11
|
Round Table Services
Westfield,
New Jersey
|
$10.8M
|
+$1.83M
|
+44,256
|
+20%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.78M
|
+$1.88M
|
+45,475
|
+26%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$5.89M
|
+$1.98M
|
+47,872
|
+48%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$5.87M
|
+$349K
|
+8,423
|
+6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.38M
|
+$866K
|
+20,916
|
+18%
|
|
|
16
|
Jackson Financial Management
Costa Mesa,
California
|
$5.38M
|
-$143K
|
-3,442
|
-2%
|
|
|
17
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.09M
|
+$154K
|
+3,726
|
+3%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.01M
|
+$2.38M
|
+57,530
|
+85%
|
|
|
19
|
Oppenheimer & Co
New York
|
$4.56M
|
-$148K
|
-3,586
|
-3%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.21M
|
+$121K
|
+2,918
|
+3%
|
|
|
21
|
Biltmore Family Office
Charlotte,
North Carolina
|
$4.16M
|
+$1.51M
|
+36,531
|
+54%
|
|
|
22
|
|
$3.98M
|
+$149K
|
+3,609
|
+4%
|
|
|
23
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$3.72M
|
-$74.5K
|
-1,800
|
-2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.46M
|
-$58.8K
|
-1,421
|
-2%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.31M
|
–
|
–
|
–
|
|
