|
1
|
Bank of America
Charlotte,
North Carolina
|
$20.3M
|
-$678K
|
-45,497
|
-3%
|
|
|
2
|
|
$17.5M
|
+$1.37M
|
+91,815
|
+9%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.3M
|
+$427K
|
+28,613
|
+4%
|
|
|
4
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$7.7M
|
+$14K
|
+942
|
+0.2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.5M
|
+$1.38M
|
+92,685
|
+27%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$6.37M
|
+$1.39M
|
+93,108
|
+28%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.15M
|
+$1.54M
|
+103,262
|
+34%
|
|
|
8
|
|
$5.73M
|
+$17.8K
|
+1,193
|
+0.3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.93M
|
-$310K
|
-20,771
|
-6%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.36M
|
+$93.9K
|
+6,298
|
+3%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$3.33M
|
-$128K
|
-8,574
|
-4%
|
|
|
12
|
Intersect Capital
San Ramon,
California
|
$2.31M
|
-$904K
|
-60,610
|
-28%
|
|
|
13
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.27M
|
+$2.25M
|
+150,860
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.21M
|
+$291K
|
+19,498
|
+15%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.17M
|
+$405K
|
+27,187
|
+23%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$1.78M
|
+$148K
|
+9,923
|
+9%
|
|
|
17
|
Advisors Asset Management
Monument,
Colorado
|
$1.44M
|
-$570K
|
-38,245
|
-29%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.14M
|
+$168K
|
+11,288
|
+18%
|
|
|
19
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.13M
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$974K
|
-$56.4K
|
-3,785
|
-6%
|
|
|
21
|
Wealthspire Advisors (New York)
New York
|
$946K
|
+$63.2K
|
+4,242
|
+7%
|
|
|
22
|
Blodgett Wealth Advisors
Concord,
California
|
$939K
|
+$928K
|
+62,250
|
New
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$821K
|
+$297K
|
+19,950
|
+58%
|
|
|
24
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$802K
|
+$159K
|
+10,670
|
+25%
|
|
|
25
|
Koshinski Asset Management
Decatur,
Illinois
|
$752K
|
+$113K
|
+7,566
|
+18%
|
|
