|
1
|
Jordan Park Group
San Francisco,
California
|
$224M
|
+$13.9M
|
+772,922
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$206M
|
+$7.38M
|
+409,472
|
+4%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$107M
|
+$9.91M
|
+549,855
|
+10%
|
|
|
4
|
Bank of New York Mellon
New York
|
$53.3M
|
–
|
–
|
–
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
-$623K
|
-34,542
|
-4%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$15.1M
|
+$1.91M
|
+106,212
|
+14%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.18M
|
+$265K
|
+14,680
|
+3%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$7.08M
|
+$132K
|
+7,297
|
+2%
|
|
|
9
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$6.37M
|
+$2.55M
|
+141,331
|
+64%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.35M
|
+$1.16M
|
+64,233
|
+22%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$5.66M
|
+$152K
|
+8,435
|
+3%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.3M
|
+$957K
|
+53,057
|
+21%
|
|
|
13
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.74M
|
-$146K
|
-8,114
|
-3%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.43M
|
+$1.24M
|
+68,741
|
+55%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.39M
|
+$370K
|
+20,549
|
+12%
|
|
|
16
|
Poehling Capital Management
Madison,
Wisconsin
|
$3.23M
|
+$176K
|
+9,768
|
+6%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$3.05M
|
+$2.96K
|
+164
|
+0.1%
|
|
|
18
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.72M
|
+$78K
|
+4,327
|
+3%
|
|
|
19
|
GoalVest Advisory
New York
|
$2.07M
|
+$2.12M
|
+117,586
|
New
|
|
|
20
|
V Wealth Advisors
Overland Park,
Kansas
|
$1.71M
|
+$1.75M
|
+97,179
|
New
|
|
|
21
|
Valicenti Advisory Services
Elmira,
New York
|
$1.39M
|
+$46.8K
|
+2,598
|
+3%
|
|
|
22
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$1.24M
|
+$926K
|
+51,372
|
+268%
|
|
|
23
|
Venturi Wealth Management
Austin,
Texas
|
$919K
|
+$1.39K
|
+77
|
+0.1%
|
|
|
24
|
EQ LLC
Bellevue,
Washington
|
$914K
|
–
|
–
|
–
|
|
|
25
|
Flow Traders U.S.
New York
|
$909K
|
+$932K
|
+51,704
|
New
|
|
