|
1
|
Davenport & Co
Richmond,
Virginia
|
$27.5M
|
+$2.89M
|
+83,403
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.91M
|
+$464K
|
+13,394
|
+9%
|
|
|
3
|
|
$3.97M
|
+$882K
|
+25,481
|
+30%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.16M
|
+$371K
|
+10,725
|
+14%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.86M
|
-$16.2K
|
-467
|
-0.6%
|
|
|
6
|
NTV Asset Management
Charleston,
West Virginia
|
$1.13M
|
-$38.1K
|
-1,100
|
-3%
|
|
|
7
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$932K
|
+$524K
|
+15,132
|
+138%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$714K
|
+$692K
|
+19,980
|
New
|
|
|
9
|
Strategic Financial Services
Utica,
New York
|
$675K
|
-$34.5K
|
-995
|
-5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$670K
|
-$24.6K
|
-709
|
-4%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$501K
|
-$22.9K
|
-662
|
-5%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$427K
|
-$234K
|
-6,758
|
-36%
|
|
|
13
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$392K
|
-$38.2K
|
-1,103
|
-9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$391K
|
-$158K
|
-4,562
|
-29%
|
|
|
15
|
GTS Securities
Miami,
Florida
|
$327K
|
-$303K
|
-8,738
|
-49%
|
|
|
16
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$306K
|
+$39.8K
|
+1,150
|
+16%
|
|
|
17
|
Griffin Asset Management
New York
|
$285K
|
–
|
–
|
–
|
|
|
18
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$278K
|
+$381
|
+11
|
+0.1%
|
|
|
19
|
Financial Advocates Investment Management
Olympia,
Washington
|
$260K
|
+$252K
|
+7,285
|
New
|
|
|
20
|
Central Valley Advisors
Sacramento,
California
|
$200K
|
+$194K
|
+5,606
|
New
|
|
|
21
|
AllSquare Wealth Management
Albany,
New York
|
$107K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$95.7K
|
+$15.4K
|
+446
|
+20%
|
|
|
23
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$50K
|
–
|
–
|
–
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50K
|
–
|
–
|
–
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$36.8K
|
+$7.62K
|
+220
|
+27%
|
|
