|
1
|
Bank of America
Charlotte,
North Carolina
|
$97.6M
|
+$24.2M
|
+1,794,136
|
+31%
|
|
|
2
|
|
$86.4M
|
+$5.37M
|
+398,822
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$52.4M
|
-$4.34M
|
-322,229
|
-7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$32.4M
|
-$405K
|
-30,105
|
-1%
|
|
|
5
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$30.6M
|
+$9.64M
|
+715,930
|
+43%
|
|
|
6
|
Generali Asset Management
Trieste,
Italy
|
$28.2M
|
–
|
–
|
–
|
|
|
7
|
Two Sigma Investments
New York
|
$27.2M
|
-$1.75M
|
-130,300
|
-6%
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
$24.1M
|
+$9.11M
|
+676,672
|
+39%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$23.3M
|
+$5.58M
|
+414,452
|
+30%
|
|
|
10
|
Independent Financial Group
San Diego,
California
|
$16.9M
|
-$588K
|
-43,696
|
-3%
|
|
|
11
|
Mission Hills Financial Advisory
San Diego,
California
|
$16M
|
+$509K
|
+37,818
|
+3%
|
|
|
12
|
Transcend Capital Advisors
Madison,
New Jersey
|
$15.1M
|
+$1.18M
|
+87,791
|
+8%
|
|
|
13
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$13M
|
+$12.3M
|
+910,861
|
+873%
|
|
|
14
|
Condor Capital Management
Martinsville,
New Jersey
|
$9.6M
|
-$840K
|
-62,392
|
-8%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$7.2M
|
-$166K
|
-12,343
|
-2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.44M
|
+$131K
|
+9,763
|
+2%
|
|
|
17
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$6.29M
|
+$2.08M
|
+154,150
|
+46%
|
|
|
18
|
MGO One Seven
Beachwood,
Ohio
|
$5.56M
|
+$1.06M
|
+78,916
|
+22%
|
|
|
19
|
Equitable Holdings
New York
|
$5.54M
|
+$1.36M
|
+101,227
|
+35%
|
|
|
20
|
Berkeley Capital Partners
Milton,
Georgia
|
$5.37M
|
+$5.64M
|
+419,203
|
New
|
|
|
21
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$5.28M
|
-$198K
|
-14,678
|
-3%
|
|
|
22
|
|
$4.98M
|
+$1.63M
|
+121,161
|
+45%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.82M
|
-$4.34M
|
-322,129
|
-46%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$4.81M
|
-$290K
|
-21,539
|
-5%
|
|
|
25
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$4.68M
|
+$4.92M
|
+365,388
|
New
|
|
