|
1
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$33.6M
|
-$736K
|
-18,780
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$14.8M
|
-$19.9K
|
-508
|
-0.1%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$7.82M
|
+$7.53M
|
+192,096
|
New
|
|
|
4
|
|
$6.45M
|
-$463K
|
-11,812
|
-7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.67M
|
-$105K
|
-2,680
|
-2%
|
|
|
6
|
|
$5.03M
|
+$495K
|
+12,612
|
+11%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$4.77M
|
+$322K
|
+8,216
|
+8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.92M
|
+$183K
|
+4,664
|
+5%
|
|
|
9
|
SG Americas Securities
New York
|
$2.13M
|
+$2.05M
|
+52,280
|
New
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$1.98M
|
+$48.6K
|
+1,240
|
+3%
|
|
|
11
|
Citizens Business Bank
Ontario,
California
|
$1.61M
|
-$99K
|
-2,524
|
-6%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.57M
|
-$7.84K
|
-200
|
-0.5%
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$948K
|
-$4.55K
|
-116
|
-0.5%
|
|
|
14
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$917K
|
-$76.7K
|
-1,956
|
-8%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$764K
|
+$736K
|
+18,772
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$580K
|
-$32.5K
|
-828
|
-5%
|
|
|
17
|
New England Securities
New York
|
$503K
|
+$237K
|
+6,032
|
+96%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$454K
|
+$48K
|
+1,224
|
+12%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$361K
|
-$5.28M
|
-134,704
|
-94%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$256K
|
+$166K
|
+4,236
|
+206%
|
|
|
21
|
IMS Capital Management
Portland,
Oregon
|
$225K
|
+$217K
|
+5,540
|
New
|
|
|
22
|
SouthState Corp
Winter Haven,
Florida
|
$216K
|
+$208K
|
+5,316
|
New
|
|
|
23
|
BlackRock Institutional Trust
San Francisco,
California
|
$171K
|
+$30.1K
|
+768
|
+22%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$154K
|
+$148K
|
+3,780
|
New
|
|
|
25
|
New England Asset Management
Farmington,
Connecticut
|
$122K
|
–
|
–
|
–
|
|
