|
1
|
Bank of America
Charlotte,
North Carolina
|
$135M
|
+$14.4M
|
+613,102
|
+12%
|
|
|
2
|
Shufro Rose & Co
New York
|
$66.3M
|
+$3.18M
|
+135,002
|
+5%
|
|
|
3
|
|
$41.2M
|
+$5.37M
|
+228,147
|
+15%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.5M
|
+$20.7M
|
+877,791
|
+112%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$38.5M
|
+$11.2M
|
+477,623
|
+42%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$37.9M
|
+$6.04M
|
+256,773
|
+19%
|
|
|
7
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$34.1M
|
-$34M
|
-1,443,080
|
-50%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.2M
|
+$6.24M
|
+265,312
|
+27%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$27.6M
|
+$4.03M
|
+171,196
|
+17%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.1M
|
+$3.62M
|
+153,978
|
+17%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$24.6M
|
+$3.29M
|
+139,682
|
+16%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$24.2M
|
+$24M
|
+1,018,348
|
New
|
|
|
13
|
Klingman & Associates
New York
|
$24M
|
–
|
–
|
–
|
|
|
14
|
Sigma Investment Counselors
Northville,
Michigan
|
$22.7M
|
-$1.06M
|
-44,992
|
-4%
|
|
|
15
|
Corda Investment Management
Houston,
Texas
|
$22.4M
|
+$1.65M
|
+70,215
|
+8%
|
|
|
16
|
Confluence Investment Management
St. Louis,
Missouri
|
$21.1M
|
+$1.01M
|
+43,042
|
+5%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$20.5M
|
+$4.54M
|
+193,049
|
+29%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$19.7M
|
+$16.8M
|
+713,906
|
+621%
|
|
|
19
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$19.2M
|
-$2.12M
|
-90,091
|
-10%
|
|
|
20
|
RVW Wealth
Los Angeles,
California
|
$19M
|
-$371K
|
-15,744
|
-2%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$17.8M
|
+$2.12M
|
+90,248
|
+14%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$17.8M
|
+$951K
|
+40,410
|
+6%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$17.3M
|
+$444K
|
+18,846
|
+3%
|
|
|
24
|
MV Capital Management
Bethesda,
Maryland
|
$14.6M
|
+$2.68M
|
+113,686
|
+23%
|
|
|
25
|
Buffington Mohr McNeal
Boise,
Idaho
|
$13.9M
|
+$2.1M
|
+89,143
|
+18%
|
|
