|
1
|
Shufro Rose & Co
New York
|
$102M
|
+$103M
|
+4,277,363
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$91.6M
|
+$27.8M
|
+1,156,248
|
+43%
|
|
|
3
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$78.9M
|
-$13.2M
|
-549,230
|
-14%
|
|
|
4
|
|
$30.3M
|
-$1.26M
|
-52,536
|
-4%
|
|
|
5
|
Sigma Investment Counselors
Northville,
Michigan
|
$25.7M
|
-$681K
|
-28,332
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$20.5M
|
+$478K
|
+19,865
|
+2%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$20.2M
|
-$169K
|
-7,048
|
-0.8%
|
|
|
8
|
|
$20.2M
|
+$20.4M
|
+848,208
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.7M
|
+$1.94M
|
+80,799
|
+11%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$18.3M
|
-$4.07M
|
-169,209
|
-18%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$16.7M
|
+$925K
|
+38,500
|
+6%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.4M
|
+$7.38M
|
+307,160
|
+81%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$15.9M
|
+$1.17M
|
+48,821
|
+8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
+$2.11M
|
+87,939
|
+19%
|
|
|
15
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$12.5M
|
+$43.9K
|
+1,828
|
+0.3%
|
|
|
16
|
Klingman & Associates
New York
|
$11.8M
|
+$11.9M
|
+495,459
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$11.5M
|
-$4.46M
|
-185,532
|
-28%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
+$4.2M
|
+174,922
|
+63%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$10.8M
|
+$4.74M
|
+197,181
|
+77%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.73M
|
-$150K
|
-6,236
|
-1%
|
|
|
21
|
RVW Wealth
Los Angeles,
California
|
$8.47M
|
-$9.18M
|
-381,934
|
-52%
|
|
|
22
|
Arrow Financial
Glens Falls,
New York
|
$8.18M
|
+$6.8M
|
+282,947
|
+463%
|
|
|
23
|
Windsor Capital Management
Phoenix,
Arizona
|
$7.53M
|
+$7.61M
|
+316,427
|
New
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$7.45M
|
+$7.53M
|
+313,046
|
New
|
|
|
25
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.45M
|
-$18.4M
|
-764,936
|
-71%
|
|
