|
1
|
Shufro Rose & Co
New York
|
$125M
|
+$26.5M
|
+1,114,354
|
+26%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$101M
|
+$12.1M
|
+506,743
|
+13%
|
|
|
3
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$70.4M
|
-$5.39M
|
-226,101
|
-7%
|
|
|
4
|
|
$29.2M
|
-$158K
|
-6,651
|
-0.5%
|
|
|
5
|
Gateway Advisory
Westfield,
New Jersey
|
$23.9M
|
+$17.4M
|
+731,264
|
+240%
|
|
|
6
|
Sigma Investment Counselors
Northville,
Michigan
|
$23.8M
|
-$1.16M
|
-48,786
|
-5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$21.2M
|
+$1.32M
|
+55,240
|
+6%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$19.6M
|
+$9.43K
|
+396
|
+0%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.1M
|
-$75.4K
|
-3,165
|
-0.4%
|
|
|
10
|
Corda Investment Management
Houston,
Texas
|
$17.9M
|
+$16.3M
|
+685,930
|
+771%
|
|
|
11
|
Summitry LLC
Foster City,
California
|
$17.8M
|
+$18.4M
|
+771,134
|
New
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$16.9M
|
+$12.1M
|
+510,009
|
+230%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$16.9M
|
+$6.58M
|
+276,317
|
+61%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$16.5M
|
-$1.37M
|
-57,443
|
-7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.4M
|
+$6.11M
|
+256,349
|
+56%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$16.4M
|
+$1.02M
|
+42,622
|
+6%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$16.1M
|
-$110K
|
-4,598
|
-0.7%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$15.4M
|
+$2.56M
|
+107,651
|
+19%
|
|
|
19
|
Klingman & Associates
New York
|
$15.3M
|
+$3.93M
|
+165,132
|
+33%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$3.83M
|
+160,744
|
+33%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$12.5M
|
-$7.46M
|
-313,046
|
Closed
|
|
|
22
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$12.3M
|
+$128K
|
+5,353
|
+1%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
-$4.61M
|
-193,334
|
-28%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.3M
|
+$815K
|
+34,227
|
+8%
|
|
|
25
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$9.37M
|
+$3.76M
|
+157,969
|
+64%
|
|
