|
1
|
Jordan Park Group
San Francisco,
California
|
$216M
|
+$5.29M
|
+284,756
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
+$772K
|
+41,593
|
+0.7%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$70M
|
+$769K
|
+41,436
|
+1%
|
|
|
4
|
Bank of New York Mellon
New York
|
$20.3M
|
+$51.6K
|
+2,777
|
+0.2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.1M
|
+$2.52M
|
+135,866
|
+16%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$14.4M
|
-$3.41M
|
-183,507
|
-19%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.9M
|
+$63.8K
|
+3,435
|
+0.5%
|
|
|
8
|
Bouchey Financial Group
Troy,
New York
|
$12.6M
|
+$13M
|
+701,994
|
New
|
|
|
9
|
Greenline Partners
New York
|
$10.7M
|
-$204K
|
-10,980
|
-2%
|
|
|
10
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$9.7M
|
+$10M
|
+541,303
|
New
|
|
|
11
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$9.34M
|
+$577K
|
+31,064
|
+6%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$8.71M
|
-$1.18M
|
-63,814
|
-12%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$8.65M
|
-$15.7K
|
-844
|
-0.2%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$7.41M
|
+$1.12M
|
+60,575
|
+17%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.25M
|
+$236K
|
+12,715
|
+3%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$7.08M
|
–
|
–
|
–
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.98M
|
+$287K
|
+15,469
|
+5%
|
|
|
18
|
Lake Street Private Wealth
Chicago,
Illinois
|
$4.51M
|
+$476K
|
+25,665
|
+11%
|
|
|
19
|
ETF Store
Overland Park,
Kansas
|
$4.48M
|
-$205K
|
-11,042
|
-4%
|
|
|
20
|
Columbus Macro
New Castle,
Pennsylvania
|
$4M
|
-$1.06M
|
-56,934
|
-20%
|
|
|
21
|
|
$3.63M
|
-$2.67M
|
-143,996
|
-42%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3M
|
-$176K
|
-9,501
|
-5%
|
|
|
23
|
Poehling Capital Management
Madison,
Wisconsin
|
$2.49M
|
-$26.2K
|
-1,413
|
-1%
|
|
|
24
|
Crew Capital Management
Cincinnati,
Ohio
|
$2.41M
|
+$70.4K
|
+3,794
|
+3%
|
|
|
25
|
IEQ Capital
Foster City,
California
|
$2.4M
|
+$691K
|
+37,227
|
+39%
|
|
