|
1
|
Bank of America
Charlotte,
North Carolina
|
$207M
|
+$95M
|
+7,308,400
|
+84%
|
|
|
2
|
Jordan Park Group
San Francisco,
California
|
$123M
|
+$1.03M
|
+79,448
|
+0.8%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$74.3M
|
+$44.8M
|
+3,447,379
|
+149%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.4M
|
+$4.56M
|
+350,671
|
+77%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.47M
|
-$143K
|
-11,032
|
-4%
|
|
|
6
|
Columbus Macro
New Castle,
Pennsylvania
|
$3.04M
|
+$748K
|
+57,559
|
+32%
|
|
|
7
|
First Allied Advisory Services
San Diego,
California
|
$2.91M
|
+$876K
|
+67,387
|
+43%
|
|
|
8
|
Venturi Wealth Management
Austin,
Texas
|
$2.04M
|
+$771K
|
+59,258
|
+60%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.84M
|
+$872K
|
+67,049
|
+89%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$541K
|
+$37.4K
|
+2,880
|
+7%
|
|
|
11
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$340K
|
-$61.8K
|
-4,750
|
-15%
|
|
|
12
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$332K
|
-$31.1K
|
-2,389
|
-8%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$252K
|
-$238K
|
-18,333
|
-48%
|
|
|
14
|
Syntal Capital Partners
Midland,
Texas
|
$202K
|
-$20K
|
-1,540
|
-9%
|
|
|
15
|
Tidal Investments
Milwaukee,
Wisconsin
|
$180K
|
-$26K
|
-2,000
|
-13%
|
|
|
16
|
American Portfolios Advisors
Holbrook,
New York
|
$92.8K
|
+$93.6K
|
+7,200
|
New
|
|
|
17
|
|
$67K
|
+$10.4K
|
+800
|
+18%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$43K
|
–
|
–
|
–
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40K
|
+$40.2K
|
+3,090
|
New
|
|
|
20
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$24K
|
+$13.1K
|
+1,010
|
+123%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$24K
|
+$24.3K
|
+1,870
|
New
|
|
|
22
|
|
$23K
|
+$22.9K
|
+1,760
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$16K
|
+$3.16K
|
+243
|
+24%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$14K
|
+$13.9K
|
+1,070
|
New
|
|
|
25
|
Rockefeller Capital Management
New York
|
$9K
|
+$9.36K
|
+720
|
New
|
|
