|
1
|
Bank of America
Charlotte,
North Carolina
|
$39.1M
|
+$9.96M
|
+74,649
|
+35%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$15.7M
|
+$15.5M
|
+115,991
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
+$5.68M
|
+42,588
|
+82%
|
|
|
4
|
James Investment Research
Alpha,
Ohio
|
$11.6M
|
–
|
–
|
–
|
|
|
5
|
|
$10.8M
|
+$4.58M
|
+34,308
|
+75%
|
|
|
6
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$8.47M
|
-$335K
|
-2,511
|
-4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.75M
|
+$6.17M
|
+46,230
|
+416%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$7.34M
|
–
|
–
|
–
|
|
|
9
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$6.68M
|
+$2.11M
|
+15,816
|
+47%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$2.93M
|
-$590K
|
-4,423
|
-17%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$2.79M
|
+$321K
|
+2,406
|
+13%
|
|
|
12
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2.62M
|
+$356K
|
+2,669
|
+16%
|
|
|
13
|
Virtu KCG Holdings
New York
|
$2.23M
|
-$1.79M
|
-13,442
|
-45%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.11M
|
+$600K
|
+4,494
|
+40%
|
|
|
15
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.86M
|
+$17.4K
|
+130
|
+1%
|
|
|
16
|
Synovus Financial
Columbus,
Georgia
|
$1.12M
|
+$138K
|
+1,035
|
+14%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.11M
|
+$801
|
+6
|
+0.1%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$996K
|
+$135K
|
+1,010
|
+17%
|
|
|
19
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$956K
|
+$654K
|
+4,900
|
+225%
|
|
|
20
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$923K
|
+$912K
|
+6,831
|
New
|
|
|
21
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$892K
|
+$120K
|
+900
|
+16%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$871K
|
-$4.26M
|
-31,939
|
-83%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$850K
|
-$18.3M
|
-136,982
|
-96%
|
|
|
24
|
Managed Account Advisors
Jersey City,
New Jersey
|
$756K
|
+$264K
|
+1,979
|
+55%
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$704K
|
+$267K
|
+2,001
|
+62%
|
|
