|
1
|
Jordan Park Group
San Francisco,
California
|
$254M
|
+$271K
|
+13,216
|
+0.1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$101M
|
-$10.3M
|
-502,000
|
-10%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$76M
|
-$3.99M
|
-194,921
|
-5%
|
|
|
4
|
|
$32.1M
|
+$26.4M
|
+1,288,795
|
+755%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.2M
|
-$70.4K
|
-3,435
|
-0.4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.5M
|
-$314K
|
-15,328
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$13.1M
|
-$858K
|
-41,874
|
-7%
|
|
|
8
|
Bank of New York Mellon
New York
|
$11.8M
|
-$1.03M
|
-50,393
|
-9%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.9M
|
+$8.37M
|
+408,854
|
+467%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$10.9M
|
-$996K
|
-48,644
|
-9%
|
|
|
11
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$10.7M
|
+$1.13K
|
+55
|
+0%
|
|
|
12
|
Lake Street Private Wealth
Chicago,
Illinois
|
$8.08M
|
+$217K
|
+10,613
|
+3%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.04M
|
+$2.97M
|
+144,985
|
+66%
|
|
|
14
|
ETF Store
Overland Park,
Kansas
|
$7.15M
|
+$340K
|
+16,619
|
+5%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$6.62M
|
-$1.51M
|
-73,493
|
-20%
|
|
|
16
|
EWG Elevate
Roseville,
California
|
$5.4M
|
+$79.7K
|
+3,893
|
+2%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$4.92M
|
+$2.85M
|
+139,290
|
+164%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.8M
|
+$469K
|
+22,894
|
+12%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$4.43M
|
+$160K
|
+7,810
|
+4%
|
|
|
20
|
ALM First Financial Advisors
Dallas,
Texas
|
$4.39M
|
–
|
–
|
–
|
|
|
21
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$3.39M
|
+$7.07K
|
+345
|
+0.2%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.23M
|
-$80.8K
|
-3,946
|
-3%
|
|
|
23
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.61M
|
+$129K
|
+6,300
|
+6%
|
|
|
24
|
Columbus Macro
New Castle,
Pennsylvania
|
$2.5M
|
+$19.3K
|
+940
|
+0.8%
|
|
|
25
|
|
$2.35M
|
-$1.44M
|
-70,248
|
-40%
|
|
