|
1
|
Bank of America
Charlotte,
North Carolina
|
$233M
|
-$9.13M
|
-97,665
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$170M
|
-$7.3M
|
-78,039
|
-4%
|
|
|
3
|
WestEnd Advisors
Charlotte,
North Carolina
|
$159M
|
-$13.3M
|
-142,235
|
-8%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$157M
|
-$7.56M
|
-80,860
|
-5%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$144M
|
-$8.96M
|
-95,809
|
-6%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$80M
|
-$5.4M
|
-57,706
|
-6%
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
$61.4M
|
-$1.95M
|
-20,884
|
-3%
|
|
|
8
|
Madison Asset Management
Madison,
Wisconsin
|
$36.9M
|
-$379K
|
-4,053
|
-1%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$31M
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$31M
|
-$297K
|
-3,173
|
-1%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$29.7M
|
+$1.91M
|
+20,426
|
+7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27M
|
-$842K
|
-9,002
|
-3%
|
|
|
13
|
PGIM Custom Harvest
Newark,
New Jersey
|
$21.7M
|
+$2.61M
|
+27,861
|
+14%
|
|
|
14
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$15.9M
|
+$15.8M
|
+168,883
|
New
|
|
|
15
|
|
$13.6M
|
+$97.6K
|
+1,044
|
+0.7%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$11.2M
|
+$4.29M
|
+45,917
|
+63%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$9.54M
|
-$92.7K
|
-991
|
-1%
|
|
|
18
|
First American Trust
Santa Ana,
California
|
$9.24M
|
+$9.19M
|
+98,240
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$7.59M
|
+$4.49M
|
+48,008
|
+147%
|
|
|
20
|
Bank of New York Mellon
New York
|
$6.7M
|
-$377K
|
-4,034
|
-5%
|
|
|
21
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$6.63M
|
-$27.1K
|
-290
|
-0.4%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.49M
|
-$249K
|
-2,666
|
-4%
|
|
|
23
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$5.36M
|
+$16.2K
|
+173
|
+0.3%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$4.55M
|
+$154K
|
+1,647
|
+4%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.31M
|
-$192K
|
-2,057
|
-4%
|
|
