|
1
|
Davenport & Co
Richmond,
Virginia
|
$18.7M
|
+$2.34M
|
+77,616
|
+13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.54M
|
+$631K
|
+20,892
|
+19%
|
|
|
3
|
|
$3.1M
|
-$635K
|
-21,033
|
-16%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.46M
|
-$10.2K
|
-338
|
-0.4%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.99M
|
+$14.8K
|
+489
|
+0.7%
|
|
|
6
|
Strategic Financial Services
Utica,
New York
|
$1.51M
|
+$864K
|
+28,617
|
+106%
|
|
|
7
|
NTV Asset Management
Charleston,
West Virginia
|
$1.33M
|
-$49.2K
|
-1,630
|
-3%
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$853K
|
-$133K
|
-4,400
|
-12%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$684K
|
+$759K
|
+25,145
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$651K
|
-$5.37K
|
-178
|
-0.7%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$567K
|
-$88.1K
|
-2,919
|
-12%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$544K
|
-$1.35M
|
-44,766
|
-69%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$467K
|
-$47K
|
-1,557
|
-8%
|
|
|
14
|
Phoenix Financial
Givatayim,
Israel
|
$462K
|
–
|
–
|
–
|
|
|
15
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$348K
|
-$37.4K
|
-1,238
|
-9%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$332K
|
–
|
–
|
–
|
|
|
17
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$273K
|
+$303K
|
+10,044
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$236K
|
-$41.7K
|
-1,381
|
-14%
|
|
|
19
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$219K
|
+$7.49K
|
+248
|
+3%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$126K
|
-$672K
|
-22,244
|
-83%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$87K
|
-$13.3K
|
-442
|
-12%
|
|
|
22
|
AllSquare Wealth Management
Albany,
New York
|
$85.9K
|
–
|
–
|
–
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$30.9K
|
-$16.5K
|
-545
|
-32%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$27.2K
|
–
|
–
|
–
|
|
|
25
|
Ridgewood Investments
Springfield,
New Jersey
|
$21.9K
|
+$851K
|
+28,200
|
New
|
|
