|
1
|
Equitable Holdings
New York
|
$3.78M
|
–
|
–
|
–
|
|
|
2
|
|
$2.18M
|
-$19.5K
|
-697
|
-0.9%
|
|
|
3
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.28M
|
-$152K
|
-5,404
|
-10%
|
|
|
4
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.22M
|
-$64.1K
|
-2,287
|
-5%
|
|
|
5
|
|
$874K
|
-$4.46M
|
-159,088
|
-83%
|
|
|
6
|
SimplyRich
Carlsbad,
California
|
$578K
|
–
|
–
|
–
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$573K
|
-$246K
|
-8,788
|
-29%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$468K
|
-$122K
|
-4,363
|
-21%
|
|
|
9
|
Horizons Wealth Management
Asheville,
North Carolina
|
$438K
|
+$2.44K
|
+87
|
+0.5%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$412K
|
+$12.8K
|
+457
|
+3%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$356K
|
+$372K
|
+13,251
|
New
|
|
|
12
|
Cardiff Park Advisors
Carlsbad,
California
|
$298K
|
–
|
–
|
–
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$287K
|
+$5.61K
|
+200
|
+2%
|
|
|
14
|
Schoolcraft Capital
Boulder,
Colorado
|
$282K
|
-$7.66K
|
-273
|
-3%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$230K
|
+$5.8K
|
+207
|
+2%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$222K
|
+$6.82K
|
+243
|
+3%
|
|
|
17
|
SOA Wealth Advisors
New York
|
$168K
|
+$3.81K
|
+136
|
+2%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$115K
|
-$3.87K
|
-138
|
-3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$110K
|
-$7.15K
|
-255
|
-6%
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$96.7K
|
-$19.6K
|
-700
|
-16%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$92K
|
-$554K
|
-19,759
|
-85%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$90.1K
|
+$9.98K
|
+356
|
+12%
|
|
|
23
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$43K
|
–
|
–
|
–
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$40.2K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$39.8K
|
-$129K
|
-4,590
|
-76%
|
|
