|
1
|
Bank of America
Charlotte,
North Carolina
|
$212M
|
+$190M
|
+2,494,838
|
+3,381%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$157M
|
+$139M
|
+1,818,274
|
+2,160%
|
|
|
3
|
WestEnd Advisors
Charlotte,
North Carolina
|
$153M
|
+$141M
|
+1,855,227
|
New
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$147M
|
+$136M
|
+1,782,451
|
+48,995%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$139M
|
+$128M
|
+1,686,001
|
New
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$76.8M
|
+$70.6M
|
+926,297
|
+20,534%
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
$56.2M
|
+$51.9M
|
+680,561
|
New
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$30.8M
|
+$28.5M
|
+373,679
|
New
|
|
|
9
|
Madison Asset Management
Madison,
Wisconsin
|
$30.8M
|
-$6.94M
|
-91,038
|
-20%
|
|
|
10
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$26.7M
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$26M
|
+$10.9M
|
+143,604
|
+84%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.3M
|
+$12.6M
|
+165,244
|
+128%
|
|
|
13
|
PGIM Custom Harvest
Newark,
New Jersey
|
$16M
|
+$1.73M
|
+22,677
|
+13%
|
|
|
14
|
|
$12M
|
-$139K
|
-1,826
|
-1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$8.32M
|
+$1.05M
|
+13,831
|
+16%
|
|
|
16
|
Bank of New York Mellon
New York
|
$6.53M
|
+$286K
|
+3,755
|
+5%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$5.9M
|
+$5.44M
|
+71,427
|
New
|
|
|
18
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$5.84M
|
-$56.3K
|
-739
|
-1%
|
|
|
19
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.77M
|
+$3.72M
|
+48,785
|
+542%
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$4.49M
|
+$3.67M
|
+48,220
|
+774%
|
|
|
21
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$4.44M
|
+$4.1M
|
+53,794
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.85M
|
+$2.92M
|
+38,353
|
+460%
|
|
|
23
|
Davenport & Co
Richmond,
Virginia
|
$3.81M
|
+$3.52M
|
+46,149
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.54M
|
-$1.3M
|
-17,088
|
-29%
|
|
|
25
|
|
$3.43M
|
+$3.11M
|
+40,810
|
+5,530%
|
|
