|
1
|
Wells Fargo
San Francisco,
California
|
$128M
|
+$88.6M
|
+1,754,989
|
+270%
|
|
|
2
|
|
$83.1M
|
+$2.47M
|
+48,835
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$66.4M
|
-$3.41M
|
-67,542
|
-5%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$55.7M
|
+$47.4M
|
+937,988
|
+854%
|
|
|
5
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$53M
|
+$50.3M
|
+997,316
|
New
|
|
|
6
|
|
$27.6M
|
+$9.46M
|
+187,398
|
+57%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$24.7M
|
-$2.86M
|
-56,750
|
-11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.8M
|
+$15.6M
|
+309,555
|
+380%
|
|
|
9
|
WestEnd Advisors
Charlotte,
North Carolina
|
$19M
|
+$12.2M
|
+241,369
|
+208%
|
|
|
10
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$17.3M
|
-$341K
|
-6,756
|
-2%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$17.3M
|
-$1.01M
|
-19,947
|
-6%
|
|
|
12
|
Consilium Wealth Advisory
Richardson,
Texas
|
$15.7M
|
-$266K
|
-5,277
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$15.6M
|
+$746K
|
+14,777
|
+5%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$13.8M
|
+$8.95M
|
+177,301
|
+216%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$3.73M
|
+73,835
|
+40%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.6M
|
+$10.2M
|
+201,972
|
+370%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$12.5M
|
+$9.55M
|
+189,169
|
+411%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$10.3M
|
+$3.81M
|
+75,446
|
+64%
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$10.2M
|
+$86.8K
|
+1,720
|
+0.9%
|
|
|
20
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$9.36M
|
+$8.43M
|
+167,083
|
+1,881%
|
|
|
21
|
Richard Bernstein Advisors
New York
|
$9.24M
|
-$10.2M
|
-202,518
|
-54%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.2M
|
-$1.53M
|
-30,402
|
-15%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.16M
|
+$25.8K
|
+512
|
+0.3%
|
|
|
24
|
Bank of New York Mellon
New York
|
$8.91M
|
+$1.81M
|
+35,820
|
+27%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$8.5M
|
-$2.45M
|
-48,483
|
-23%
|
|
