|
1
|
Equitable Holdings
New York
|
$4.05M
|
–
|
–
|
–
|
|
|
2
|
|
$3.08M
|
+$175K
|
+6,731
|
+7%
|
|
|
3
|
|
$1.52M
|
-$585K
|
-22,568
|
-30%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.16M
|
+$355K
|
+13,703
|
+51%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$950K
|
+$622K
|
+24,005
|
+263%
|
|
|
6
|
Rathbones Group
Liverpool,
United Kingdom
|
$900K
|
+$11.1K
|
+427
|
+1%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$634K
|
-$8.19K
|
-316
|
-1%
|
|
|
8
|
SimplyRich
Carlsbad,
California
|
$613K
|
+$554K
|
+21,384
|
New
|
|
|
9
|
Horizons Wealth Management
Asheville,
North Carolina
|
$460K
|
+$7.88K
|
+304
|
+2%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$457K
|
-$10.6K
|
-409
|
-2%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$428K
|
-$27.4K
|
-1,058
|
-7%
|
|
|
12
|
Cardiff Park Advisors
Carlsbad,
California
|
$325K
|
+$4.64K
|
+179
|
+2%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$314K
|
-$16.9K
|
-650
|
-6%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$229K
|
-$6.2K
|
-239
|
-3%
|
|
|
15
|
Schoolcraft Capital
Boulder,
Colorado
|
$224K
|
-$28.9K
|
-1,114
|
-12%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$216K
|
+$195K
|
+7,528
|
New
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$134K
|
–
|
–
|
–
|
|
|
18
|
SOA Wealth Advisors
New York
|
$105K
|
-$2.07K
|
-80
|
-2%
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$90.6K
|
-$1.69K
|
-65
|
-2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$74.1K
|
-$12.7K
|
-488
|
-16%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$67.3K
|
+$2.49K
|
+96
|
+4%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$42.9K
|
–
|
–
|
–
|
|
|
23
|
|
$29.6K
|
+$26.7K
|
+1,031
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.7K
|
-$6.12K
|
-236
|
-20%
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$22K
|
+$20.7K
|
+798
|
New
|
|
