|
1
|
Evergreen Capital Management
Bellevue,
Washington
|
$50.8M
|
+$8.88M
|
+216,055
|
+21%
|
|
|
2
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$45M
|
–
|
–
|
–
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.9M
|
-$163K
|
-3,955
|
-4%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$2.87M
|
+$10K
|
+244
|
+0.4%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.63M
|
+$2.63M
|
+63,947
|
New
|
|
|
6
|
|
$1.77M
|
+$1.04M
|
+25,405
|
+143%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$1.08M
|
+$822
|
+20
|
+0.1%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$1.05M
|
+$116K
|
+2,827
|
+12%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.02M
|
-$21.1K
|
-514
|
-2%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$313K
|
+$41.1K
|
+1,000
|
+15%
|
|
|
11
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$292K
|
–
|
–
|
–
|
|
|
12
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$278K
|
-$120K
|
-2,913
|
-30%
|
|
|
13
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$234K
|
-$1.85K
|
-45
|
-0.8%
|
|
|
14
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$232K
|
+$210K
|
+5,103
|
+936%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$191K
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$118K
|
+$45.2K
|
+1,100
|
+62%
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$112K
|
+$112K
|
+2,714
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$59K
|
+$59K
|
+1,435
|
New
|
|
|
19
|
Rockefeller Capital Management
New York
|
$12K
|
+$82
|
+2
|
+0.7%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$105K
|
-2,573
|
Closed
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$41
|
+1
|
New
|
|
