|
1
|
Bank of America
Charlotte,
North Carolina
|
$97.4M
|
-$2.35M
|
-52,969
|
-2%
|
|
|
2
|
|
$42.3M
|
+$47.5M
|
+1,069,738
|
New
|
|
|
3
|
Bank of New York Mellon
New York
|
$27.8M
|
+$468K
|
+10,545
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$27.4M
|
+$1.65M
|
+37,125
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$25M
|
+$134K
|
+3,025
|
+0.5%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.9M
|
+$274K
|
+6,159
|
+1%
|
|
|
7
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$17.9M
|
+$975K
|
+21,955
|
+5%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$17.9M
|
-$358K
|
-8,064
|
-2%
|
|
|
9
|
Lake Street Private Wealth
Chicago,
Illinois
|
$16.1M
|
+$44.5K
|
+1,002
|
+0.2%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.2M
|
+$326K
|
+7,330
|
+2%
|
|
|
11
|
China Universal Asset Management Company
Shanghai,
China
|
$12M
|
–
|
–
|
–
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$11.9M
|
+$3.07M
|
+69,185
|
+30%
|
|
|
13
|
ALM First Financial Advisors
Dallas,
Texas
|
$11.1M
|
+$2.14M
|
+48,237
|
+21%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.7M
|
-$345K
|
-7,764
|
-3%
|
|
|
15
|
Columbus Macro
New Castle,
Pennsylvania
|
$9.88M
|
+$238K
|
+5,350
|
+2%
|
|
|
16
|
Arax Advisory Partners
Denver,
Colorado
|
$8.64M
|
+$9.44M
|
+212,388
|
+3,502%
|
|
|
17
|
Ausdal Financial Partners
Davenport,
Iowa
|
$8.55M
|
-$9.74M
|
-219,320
|
-50%
|
|
|
18
|
Advyzon Investment Management
Lisle,
Illinois
|
$8.36M
|
-$10.1M
|
-226,513
|
-52%
|
|
|
19
|
Mason & Associates (California)
Los Angeles,
California
|
$8.16M
|
+$595K
|
+13,400
|
+7%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$7.43M
|
+$931K
|
+20,954
|
+13%
|
|
|
21
|
a16z Perennial Management
Menlo Park,
California
|
$7.19M
|
+$8.08M
|
+181,946
|
New
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$6.16M
|
-$688K
|
-15,492
|
-9%
|
|
|
23
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$5.8M
|
–
|
–
|
–
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.27M
|
-$324K
|
-7,299
|
-5%
|
|
|
25
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$5M
|
-$3.65M
|
-82,187
|
-39%
|
|
