|
1
|
Equitable Holdings
New York
|
$3.66M
|
–
|
–
|
–
|
|
|
2
|
|
$3.15M
|
+$1.89M
|
+58,656
|
+119%
|
|
|
3
|
|
$2.4M
|
+$286K
|
+8,869
|
+12%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.97M
|
+$1.19M
|
+36,889
|
+121%
|
|
|
5
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.68M
|
-$87.2K
|
-2,708
|
-4%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$823K
|
+$131K
|
+4,072
|
+17%
|
|
|
7
|
SimplyRich
Carlsbad,
California
|
$628K
|
–
|
–
|
–
|
|
|
8
|
CPWM LLC
Seattle,
Washington
|
$570K
|
-$1.79M
|
-55,601
|
-74%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$548K
|
+$252K
|
+7,814
|
+71%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$482K
|
-$25.1K
|
-780
|
-5%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$471K
|
–
|
–
|
–
|
|
|
12
|
Schoolcraft Capital
Boulder,
Colorado
|
$440K
|
-$5.67K
|
-176
|
-1%
|
|
|
13
|
Horizons Wealth Management
Asheville,
North Carolina
|
$410K
|
+$431K
|
+13,373
|
New
|
|
|
14
|
Cardiff Park Advisors
Carlsbad,
California
|
$320K
|
-$381K
|
-11,827
|
-52%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$306K
|
+$337K
|
+10,475
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$244K
|
-$297K
|
-9,212
|
-52%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$236K
|
+$33.2K
|
+1,031
|
+15%
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$212K
|
–
|
–
|
–
|
|
|
19
|
SOA Wealth Advisors
New York
|
$185K
|
-$93.3K
|
-2,897
|
-31%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$142K
|
-$9.72K
|
-302
|
-6%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$132K
|
-$35.7K
|
-1,110
|
-20%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$101K
|
-$36.8K
|
-1,143
|
-25%
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$93.1K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$71K
|
–
|
–
|
–
|
|
|
25
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$71K
|
+$258
|
+8
|
+0.3%
|
|
