|
1
|
|
$4.02B
|
+$1.03B
|
+19,036,465
|
+35%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
+$1.64M
|
+30,295
|
+19%
|
|
|
3
|
|
$7.06M
|
+$2.06M
|
+38,042
|
+42%
|
|
|
4
|
|
$5.28M
|
-$229M
|
-4,245,133
|
-98%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.91M
|
-$150K
|
-2,775
|
-3%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.38M
|
-$2.16M
|
-40,000
|
-33%
|
|
|
7
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.38M
|
+$155K
|
+2,860
|
+5%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$2.72M
|
–
|
–
|
–
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.3M
|
+$434K
|
+8,038
|
+24%
|
|
|
10
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.75M
|
+$178K
|
+3,298
|
+11%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.37M
|
+$48.9K
|
+906
|
+4%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$1.04M
|
+$1.03M
|
+19,000
|
New
|
|
|
13
|
Kore Private Wealth
New York
|
$756K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$736K
|
-$30.1M
|
-557,253
|
-98%
|
|
|
15
|
Bank of New York Mellon
New York
|
$695K
|
+$144K
|
+2,672
|
+27%
|
|
|
16
|
Portfolio Solutions
Royal Oak,
Michigan
|
$691K
|
–
|
–
|
–
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$653K
|
-$26.3K
|
-487
|
-4%
|
|
|
18
|
|
$579K
|
+$571K
|
+10,567
|
New
|
|
|
19
|
Rockefeller Capital Management
New York
|
$513K
|
+$34.5K
|
+638
|
+7%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$500K
|
-$123K
|
-2,276
|
-20%
|
|
|
21
|
Howard Financial Services
Dallas,
Texas
|
$494K
|
+$159K
|
+2,949
|
+49%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$370K
|
+$30K
|
+556
|
+9%
|
|
|
23
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$337K
|
+$35.8K
|
+662
|
+12%
|
|
|
24
|
Icon Wealth Partners
Houston,
Texas
|
$331K
|
+$327K
|
+6,046
|
New
|
|
|
25
|
MONECO Advisors
Fairfield,
Connecticut
|
$330K
|
–
|
–
|
–
|
|
