|
1
|
|
$55.6M
|
-$4.32M
|
-26,895
|
-8%
|
|
|
2
|
Phoenix Financial
Givatayim,
Israel
|
$24.1M
|
-$41.3M
|
-257,000
|
-64%
|
|
|
3
|
|
$15.9M
|
+$14.7M
|
+91,812
|
+2,925%
|
|
|
4
|
|
$9.55M
|
+$740K
|
+4,612
|
+9%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.64M
|
-$1,000K
|
-6,228
|
-12%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$5M
|
+$4.78M
|
+29,759
|
New
|
|
|
7
|
Slow Capital
Greenbrae,
California
|
$4.34M
|
+$18K
|
+112
|
+0.4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.89M
|
-$402K
|
-2,506
|
-13%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.81M
|
+$14K
|
+87
|
+0.5%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.1M
|
+$1.76M
|
+10,947
|
+713%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$1.81M
|
+$35.8K
|
+223
|
+2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.75M
|
+$32.9K
|
+205
|
+2%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.4M
|
+$1.34M
|
+8,351
|
New
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$1.28M
|
+$66.1K
|
+412
|
+6%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.27M
|
-$126K
|
-785
|
-9%
|
|
|
16
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.27M
|
-$9.31K
|
-58
|
-0.8%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.18M
|
+$1.11M
|
+6,897
|
+5,347%
|
|
|
18
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.06M
|
-$12.8K
|
-80
|
-1%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$886K
|
+$2.57K
|
+16
|
+0.3%
|
|
|
20
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$847K
|
–
|
–
|
–
|
|
|
21
|
Laidlaw Wealth Management
New York City,
New York
|
$824K
|
–
|
–
|
–
|
|
|
22
|
LPL Financial
San Diego,
California
|
$799K
|
-$27.9K
|
-174
|
-4%
|
|
|
23
|
Quantinno Capital Management
New York
|
$798K
|
+$763K
|
+4,753
|
New
|
|
|
24
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$796K
|
+$10.6K
|
+66
|
+1%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$715K
|
+$184K
|
+1,146
|
+37%
|
|
