|
1
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$34.2M
|
+2,703,042
|
+35%
|
|
|
2
|
|
$108M
|
+$22.6M
|
+1,787,271
|
+26%
|
|
|
3
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$49.3M
|
+$19.1M
|
+1,505,989
|
+63%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$48.7M
|
-$3.07M
|
-242,307
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$36.2M
|
+$4.16M
|
+328,343
|
+13%
|
|
|
6
|
Generali Asset Management
Trieste,
Italy
|
$27.9M
|
–
|
–
|
–
|
|
|
7
|
Cambridge Associates
Boston,
Massachusetts
|
$24.1M
|
-$6.55M
|
-517,096
|
-21%
|
|
|
8
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$18M
|
+$18M
|
+1,425,744
|
New
|
|
|
9
|
Transcend Capital Advisors
Madison,
New Jersey
|
$15.8M
|
+$887K
|
+70,046
|
+6%
|
|
|
10
|
Mission Hills Financial Advisory
San Diego,
California
|
$15.2M
|
-$577K
|
-45,611
|
-4%
|
|
|
11
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$13.1M
|
+$235K
|
+18,593
|
+2%
|
|
|
12
|
Naviter Wealth
Little Rock,
Arkansas
|
$9.35M
|
+$5.97M
|
+471,637
|
+176%
|
|
|
13
|
Condor Capital Management
Martinsville,
New Jersey
|
$8.15M
|
-$1.35M
|
-106,297
|
-14%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.9M
|
+$530K
|
+41,906
|
+8%
|
|
|
15
|
|
$6.88M
|
+$1.95M
|
+154,014
|
+40%
|
|
|
16
|
Arax Advisory Partners
Denver,
Colorado
|
$6.22M
|
+$6.16M
|
+486,727
|
+10,970%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$6.03M
|
+$1.26M
|
+99,221
|
+26%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$5.87M
|
+$1.11M
|
+87,778
|
+23%
|
|
|
19
|
Equitable Holdings
New York
|
$5.8M
|
+$849K
|
+67,068
|
+17%
|
|
|
20
|
MGO One Seven
Beachwood,
Ohio
|
$5.79M
|
+$286K
|
+22,572
|
+5%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$5.59M
|
-$17.4M
|
-1,375,485
|
-76%
|
|
|
22
|
Berkeley Capital Partners
Milton,
Georgia
|
$5.59M
|
+$284K
|
+22,398
|
+5%
|
|
|
23
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$5.46M
|
+$231K
|
+18,217
|
+4%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.4M
|
+$1.09M
|
+86,376
|
+25%
|
|
|
25
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$5.34M
|
-$887K
|
-70,100
|
-14%
|
|
