|
1
|
Bank of America
Charlotte,
North Carolina
|
$275M
|
-$3.29M
|
-114,479
|
-1%
|
|
|
2
|
|
$174M
|
-$3.94M
|
-137,067
|
-2%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68.1M
|
+$1.58M
|
+55,084
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$47.9M
|
-$8M
|
-278,080
|
-14%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$18M
|
-$3.14M
|
-108,987
|
-15%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
+$2.2M
|
+76,590
|
+19%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$340K
|
+11,802
|
+3%
|
|
|
8
|
Pine Valley Investments
Marlton,
New Jersey
|
$10M
|
-$138K
|
-4,786
|
-1%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$9.5M
|
+$238K
|
+8,274
|
+3%
|
|
|
10
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$9.21M
|
+$79.8K
|
+2,772
|
+0.9%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$8.8M
|
+$160K
|
+5,577
|
+2%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$6.99M
|
-$100K
|
-3,477
|
-1%
|
|
|
13
|
Castle Wealth Management
West Palm Beach,
Florida
|
$6.25M
|
-$17.7K
|
-616
|
-0.3%
|
|
|
14
|
Joseph Group Capital Management
Columbus,
Ohio
|
$5.73M
|
+$278K
|
+9,663
|
+5%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.37M
|
+$43.2K
|
+1,500
|
+0.8%
|
|
|
16
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.29M
|
+$258K
|
+8,970
|
+5%
|
|
|
17
|
Gotham Asset Management
New York
|
$4.9M
|
–
|
–
|
–
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.6M
|
+$558K
|
+19,395
|
+14%
|
|
|
19
|
|
$4.4M
|
+$177K
|
+6,146
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.56M
|
-$200K
|
-6,936
|
-5%
|
|
|
21
|
Equitable Holdings
New York
|
$3.56M
|
-$167K
|
-5,815
|
-4%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$3.52M
|
+$523K
|
+18,171
|
+17%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.4M
|
-$69.2K
|
-2,405
|
-2%
|
|
|
24
|
Waverly Advisors
Birmingham,
Alabama
|
$2.5M
|
-$116K
|
-4,033
|
-4%
|
|
|
25
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$2.47M
|
–
|
–
|
–
|
|
