|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.8M
|
+$1.25M
|
+40,189
|
+16%
|
|
|
2
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.26M
|
+$8.69M
|
+280,128
|
New
|
|
|
3
|
Cresset Asset Management
Chicago,
Illinois
|
$7.76M
|
+$8.16M
|
+263,040
|
New
|
|
|
4
|
|
$7.62M
|
+$1.71M
|
+54,954
|
+27%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.93M
|
+$782K
|
+25,206
|
+14%
|
|
|
6
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$5.09M
|
+$5.35M
|
+172,457
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.82M
|
-$728K
|
-23,455
|
-13%
|
|
|
8
|
First International Bank of Israel
Tel Aviv,
|
$3.73M
|
+$884K
|
+28,500
|
+29%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$3.26M
|
-$2.49M
|
-80,131
|
-42%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$2.84M
|
-$26K
|
-838
|
-0.9%
|
|
|
11
|
|
$2.8M
|
+$498K
|
+16,057
|
+20%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.66M
|
-$2.7M
|
-87,160
|
-49%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.62M
|
-$39.9K
|
-1,287
|
-1%
|
|
|
14
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.73M
|
-$38.5K
|
-1,240
|
-2%
|
|
|
15
|
Friedenthal Financial
Marlton,
New Jersey
|
$1.7M
|
+$77.3K
|
+2,491
|
+5%
|
|
|
16
|
Pacific Sun Financial
Los Angeles,
California
|
$1.61M
|
-$36.3K
|
-1,170
|
-2%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$1.57M
|
-$60K
|
-1,933
|
-4%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.55M
|
-$145K
|
-4,658
|
-8%
|
|
|
19
|
Stelac Advisory Services
New York
|
$1.54M
|
–
|
–
|
–
|
|
|
20
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.49M
|
-$9.47K
|
-305
|
-0.6%
|
|
|
21
|
Sykon Capital
Harrison,
New York
|
$1.38M
|
+$134K
|
+4,307
|
+10%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$1.33M
|
-$20.1K
|
-647
|
-1%
|
|
|
23
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.21M
|
+$2.45K
|
+79
|
+0.2%
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.11M
|
+$1.16M
|
+37,494
|
New
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$1.01M
|
+$931
|
+30
|
+0.1%
|
|
