|
1
|
Bank of America
Charlotte,
North Carolina
|
$30.7M
|
+$19.6M
|
+443,653
|
+173%
|
|
|
2
|
|
$21.9M
|
-$5.05M
|
-114,489
|
-19%
|
|
|
3
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$11.4M
|
-$187K
|
-4,245
|
-2%
|
|
|
4
|
|
$11M
|
+$11.1M
|
+250,868
|
+25,086,800%
|
|
|
5
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$5.63M
|
+$35.7K
|
+810
|
+0.6%
|
|
|
6
|
|
$5.25M
|
+$2.6M
|
+59,007
|
+97%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.97M
|
-$45.9K
|
-1,040
|
-0.9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.83M
|
-$803K
|
-18,194
|
-14%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.03M
|
+$1.9M
|
+43,146
|
+88%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.92M
|
+$138K
|
+3,133
|
+4%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$2.51M
|
+$2.53M
|
+57,340
|
New
|
|
|
12
|
|
$2.29M
|
-$13.2K
|
-300
|
-0.6%
|
|
|
13
|
Wharton Business Group
Malvern,
Pennsylvania
|
$2.11M
|
+$192K
|
+4,360
|
+10%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.9M
|
-$190K
|
-4,298
|
-9%
|
|
|
15
|
BNP Paribas Financial Markets
Paris,
France
|
$1.81M
|
-$4.48M
|
-101,500
|
-71%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$1.64M
|
-$9.49K
|
-215
|
-0.6%
|
|
|
17
|
SVB Wealth
Boston,
Massachusetts
|
$1.44M
|
+$1.18M
|
+26,715
|
+430%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.2M
|
-$1.05M
|
-23,726
|
-46%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$979K
|
+$204K
|
+4,623
|
+26%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$924K
|
-$40.5K
|
-917
|
-4%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$816K
|
+$373K
|
+8,458
|
+83%
|
|
|
22
|
GTS Securities
Miami,
Florida
|
$802K
|
+$808K
|
+18,307
|
New
|
|
|
23
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$644K
|
-$221K
|
-5,008
|
-25%
|
|
|
24
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$475K
|
+$478K
|
+10,839
|
New
|
|
|
25
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$430K
|
-$8.52K
|
-193
|
-2%
|
|
