|
1
|
Equitable Holdings
New York
|
$4.25M
|
+$1.23M
|
+21,129
|
+44%
|
|
|
2
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3.22M
|
–
|
–
|
–
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.76M
|
-$155K
|
-2,666
|
-6%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$2.37M
|
-$316K
|
-5,444
|
-12%
|
|
|
5
|
|
$1.94M
|
-$50.5K
|
-871
|
-3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.91M
|
+$199K
|
+3,428
|
+12%
|
|
|
7
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$1.63M
|
-$48.7K
|
-840
|
-3%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.31M
|
-$2.08M
|
-35,861
|
-62%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.22M
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.16M
|
-$201K
|
-3,467
|
-15%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$994K
|
+$430K
|
+7,405
|
+83%
|
|
|
12
|
CAZ Investments
Houston,
Texas
|
$951K
|
–
|
–
|
–
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$773K
|
+$518K
|
+8,932
|
+238%
|
|
|
14
|
WealthShield Partners
Cary,
North Carolina
|
$648K
|
+$52.7K
|
+908
|
+9%
|
|
|
15
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$630K
|
-$14.7K
|
-253
|
-2%
|
|
|
16
|
|
$564K
|
+$17K
|
+293
|
+3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$536K
|
-$19.8K
|
-341
|
-4%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$399K
|
+$380K
|
+6,551
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$354K
|
+$129K
|
+2,227
|
+62%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$334K
|
+$5.4K
|
+93
|
+2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$319K
|
-$23.7K
|
-408
|
-7%
|
|
|
22
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$263K
|
–
|
–
|
–
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$248K
|
+$236K
|
+4,064
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$246K
|
-$134K
|
-2,305
|
-36%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$229K
|
+$218K
|
+3,750
|
New
|
|
