|
1
|
Bank of America
Charlotte,
North Carolina
|
$119M
|
+$17M
|
+733,682
|
+17%
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$67.2M
|
-$4.88M
|
-210,175
|
-7%
|
|
|
3
|
Shufro Rose & Co
New York
|
$62.1M
|
-$63.5M
|
-2,733,032
|
-51%
|
|
|
4
|
|
$35.3M
|
+$5.68M
|
+244,814
|
+19%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$31.3M
|
+$15.6M
|
+673,599
|
+101%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$26.8M
|
+$9.65M
|
+415,724
|
+57%
|
|
|
7
|
Sigma Investment Counselors
Northville,
Michigan
|
$23.4M
|
-$640K
|
-27,571
|
-3%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$23.2M
|
+$6.11M
|
+263,018
|
+36%
|
|
|
9
|
Klingman & Associates
New York
|
$22.7M
|
-$15.3M
|
-660,591
|
Closed
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.6M
|
+$3.23M
|
+139,201
|
+17%
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$22M
|
+$21.8M
|
+940,939
|
New
|
|
|
12
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$21.5M
|
+$8.55M
|
+368,172
|
+69%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.1M
|
+$4.46M
|
+191,964
|
+27%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$21M
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$21M
|
-$467K
|
-20,112
|
-2%
|
|
|
16
|
Corda Investment Management
Houston,
Texas
|
$20.4M
|
+$2.26M
|
+97,130
|
+13%
|
|
|
17
|
Confluence Investment Management
St. Louis,
Missouri
|
$19.8M
|
-$62.6K
|
-2,696
|
-0.3%
|
|
|
18
|
RVW Wealth
Los Angeles,
California
|
$19.1M
|
+$10.9M
|
+471,127
|
+136%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.4M
|
+$6.79M
|
+292,498
|
+59%
|
|
|
20
|
Summitry LLC
Foster City,
California
|
$17.8M
|
-$199K
|
-8,562
|
-1%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$16.6M
|
-$54.4K
|
-2,342
|
-0.3%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$16.5M
|
+$256K
|
+11,037
|
+2%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$15.7M
|
+$623K
|
+26,817
|
+4%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$15.4M
|
-$1.17M
|
-50,303
|
-7%
|
|
|
25
|
Venture Visionary Partners
Sylvania,
Ohio
|
$12.9M
|
-$2.2M
|
-94,795
|
Closed
|
|
