|
1
|
Equitable Holdings
New York
|
$3.11M
|
–
|
–
|
–
|
|
|
2
|
|
$2.1M
|
+$63.7K
|
+2,198
|
+3%
|
|
|
3
|
|
$1.58M
|
-$1.27M
|
-43,918
|
-41%
|
|
|
4
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.35M
|
-$91.5K
|
-3,157
|
-5%
|
|
|
5
|
CPWM LLC
Seattle,
Washington
|
$956K
|
+$550K
|
+18,983
|
+97%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$788K
|
+$103K
|
+3,560
|
+13%
|
|
|
7
|
SimplyRich
Carlsbad,
California
|
$534K
|
–
|
–
|
–
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$531K
|
+$32.8K
|
+1,131
|
+7%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$400K
|
-$12K
|
-413
|
-3%
|
|
|
10
|
Schoolcraft Capital
Boulder,
Colorado
|
$351K
|
-$26.8K
|
-924
|
-6%
|
|
|
11
|
Horizons Wealth Management
Asheville,
North Carolina
|
$336K
|
+$4.87K
|
+168
|
+1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$301K
|
-$193K
|
-6,653
|
-35%
|
|
|
13
|
Cardiff Park Advisors
Carlsbad,
California
|
$272K
|
–
|
–
|
–
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$260K
|
–
|
–
|
–
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$201K
|
+$985
|
+34
|
+0.4%
|
|
|
16
|
SOA Wealth Advisors
New York
|
$150K
|
-$8.43K
|
-291
|
-5%
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$111K
|
-$81.2K
|
-2,800
|
-39%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$101K
|
-$13.8K
|
-476
|
-11%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$100K
|
+$16.3K
|
+564
|
+16%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$98K
|
-$26.5K
|
-914
|
-19%
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$79.1K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$57K
|
-$3.1K
|
-107
|
-4%
|
|
|
23
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$39K
|
–
|
–
|
–
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$37K
|
+$43.3K
|
+1,495
|
New
|
|
|
25
|
Front Row Advisors
Tiburon,
California
|
$21K
|
–
|
–
|
–
|
|
