|
1
|
|
$26.4M
|
+$22.9M
|
+503,697
|
+459%
|
|
|
2
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$11.4M
|
+$12M
|
+264,888
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
-$1.02M
|
-22,425
|
-8%
|
|
|
4
|
BNP Paribas Financial Markets
Paris,
France
|
$6.14M
|
-$298K
|
-6,561
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.52M
|
+$738K
|
+16,227
|
+14%
|
|
|
6
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$5.49M
|
+$2.53M
|
+55,643
|
+77%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.92M
|
+$2.26M
|
+49,766
|
+77%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.71M
|
+$784K
|
+17,234
|
+25%
|
|
|
9
|
|
$2.62M
|
+$287K
|
+6,316
|
+12%
|
|
|
10
|
|
$2.26M
|
+$2.19M
|
+48,197
|
+1,085%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.2M
|
+$1.19M
|
+26,173
|
+105%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.1M
|
+$1.6M
|
+35,136
|
+255%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.05M
|
+$338K
|
+7,432
|
+19%
|
|
|
14
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.89M
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.88M
|
+$900K
|
+19,788
|
+82%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$1.62M
|
-$17.7K
|
-389
|
-1%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$946K
|
-$86.4K
|
-1,900
|
-8%
|
|
|
18
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$847K
|
-$119K
|
-2,620
|
-12%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$762K
|
+$806K
|
+17,725
|
New
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$712K
|
+$7.64K
|
+168
|
+1%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$438K
|
+$463K
|
+10,183
|
New
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$430K
|
+$6.64K
|
+146
|
+1%
|
|
|
23
|
|
$363K
|
+$86.3K
|
+1,899
|
+29%
|
|
|
24
|
Concurrent Investment Advisors
Tampa,
Florida
|
$348K
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$328K
|
-$32.6K
|
-718
|
-9%
|
|
