|
1
|
|
$3.46M
|
+$1.31M
|
+24,121
|
+60%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$3.12M
|
-$958K
|
-17,707
|
-23%
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.86M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.23M
|
+$174K
|
+3,217
|
+8%
|
|
|
5
|
Equitable Holdings
New York
|
$2.14M
|
+$28.6K
|
+528
|
+1%
|
|
|
6
|
|
$1.66M
|
-$1.92M
|
-35,441
|
-53%
|
|
|
7
|
TAP Consulting
Kirkwood,
Missouri
|
$1.53M
|
-$48.1K
|
-889
|
-3%
|
|
|
8
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$1.52M
|
-$27.1K
|
-500
|
-2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.34M
|
-$455K
|
-8,405
|
-25%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$1.28M
|
-$496K
|
-9,171
|
-28%
|
|
|
11
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.13M
|
-$26.5K
|
-489
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.08M
|
-$11.2M
|
-206,907
|
-91%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.07M
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$917K
|
-$2.86M
|
-52,842
|
-76%
|
|
|
15
|
CAZ Investments
Houston,
Texas
|
$836K
|
–
|
–
|
–
|
|
|
16
|
WealthShield Partners
Cary,
North Carolina
|
$607K
|
+$88.1K
|
+1,628
|
+17%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$606K
|
-$10K
|
-185
|
-2%
|
|
|
18
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$590K
|
-$29.6K
|
-547
|
-5%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$562K
|
-$516K
|
-9,542
|
-48%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$506K
|
-$37.7K
|
-697
|
-7%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$482K
|
–
|
–
|
–
|
|
|
22
|
|
$480K
|
–
|
–
|
–
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$398K
|
-$22.1K
|
-408
|
-5%
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$379K
|
+$383K
|
+7,075
|
New
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$332K
|
-$71.5K
|
-1,321
|
-18%
|
|
