|
1
|
Jordan Park Group
San Francisco,
California
|
$203M
|
+$10.4M
|
+584,898
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$192M
|
+$10.2M
|
+574,229
|
+5%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$93.8M
|
+$6.78M
|
+380,697
|
+7%
|
|
|
4
|
Tidal Investments
Milwaukee,
Wisconsin
|
$70M
|
–
|
–
|
–
|
|
|
5
|
Bank of New York Mellon
New York
|
$51.4M
|
-$41.1M
|
-2,309,264
|
-43%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.4M
|
+$664K
|
+37,288
|
+4%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.2M
|
+$1.6M
|
+89,899
|
+13%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$12.8M
|
+$1.09M
|
+60,973
|
+9%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.65M
|
+$1.1M
|
+61,843
|
+16%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$6.71M
|
+$1.4M
|
+78,717
|
+25%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$5.32M
|
+$1.36M
|
+76,408
|
+32%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.04M
|
-$498K
|
-27,955
|
-9%
|
|
|
13
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.71M
|
-$171K
|
-9,610
|
-3%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.21M
|
-$1.08M
|
-60,422
|
-20%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.93M
|
+$3.79M
|
+212,881
|
+1,159%
|
|
|
16
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.75M
|
+$498K
|
+27,973
|
+15%
|
|
|
17
|
Poehling Capital Management
Madison,
Wisconsin
|
$2.95M
|
+$373K
|
+20,945
|
+14%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$2.94M
|
-$540K
|
-30,305
|
-15%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.92M
|
+$394K
|
+22,086
|
+15%
|
|
|
20
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.56M
|
+$144K
|
+8,087
|
+6%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.14M
|
-$1.33M
|
-74,404
|
-37%
|
|
|
22
|
Valicenti Advisory Services
Elmira,
New York
|
$1.29M
|
+$286K
|
+16,032
|
+27%
|
|
|
23
|
IFG Advisory
Atlanta,
Georgia
|
$1.26M
|
+$1.11M
|
+62,060
|
+512%
|
|
|
24
|
Venturi Wealth Management
Austin,
Texas
|
$886K
|
+$12.8K
|
+716
|
+1%
|
|
|
25
|
EQ LLC
Bellevue,
Washington
|
$882K
|
-$20.6K
|
-1,155
|
-2%
|
|
