|
1
|
Bank of America
Charlotte,
North Carolina
|
$135M
|
+$770K
|
+32,572
|
+0.6%
|
|
|
2
|
Shufro Rose & Co
New York
|
$70.4M
|
+$4.88M
|
+206,426
|
+7%
|
|
|
3
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$61.1M
|
+$58.8M
|
+2,490,725
|
+2,624%
|
|
|
4
|
|
$50.9M
|
+$10.2M
|
+431,985
|
+25%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$42.3M
|
+$4.13M
|
+174,711
|
+11%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.3M
|
+$188K
|
+7,970
|
+0.5%
|
|
|
7
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$33.1M
|
-$584K
|
-24,723
|
-2%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$32.5M
|
-$24.1M
|
-1,018,348
|
Closed
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$32.2M
|
-$5.3M
|
-224,527
|
-14%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$30.9M
|
+$3.56M
|
+150,573
|
+13%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.4M
|
+$1.5M
|
+63,618
|
+5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.3M
|
+$3.48M
|
+147,319
|
+14%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$26.3M
|
+$1.96M
|
+82,765
|
+8%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$24.1M
|
+$6.59M
|
+278,885
|
+37%
|
|
|
15
|
Klingman & Associates
New York
|
$24M
|
–
|
–
|
–
|
|
|
16
|
Corda Investment Management
Houston,
Texas
|
$23.4M
|
-$22.3M
|
-942,230
|
Closed
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$22.7M
|
+$3.25M
|
+137,379
|
+17%
|
|
|
18
|
Sigma Investment Counselors
Northville,
Michigan
|
$22.1M
|
-$338K
|
-14,293
|
-1%
|
|
|
19
|
Confluence Investment Management
St. Louis,
Missouri
|
$20.9M
|
+$24
|
+1
|
+0%
|
|
|
20
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$19.7M
|
+$748K
|
+31,679
|
+4%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$18.9M
|
+$1.33M
|
+56,326
|
+8%
|
|
|
22
|
RVW Wealth
Los Angeles,
California
|
$18.9M
|
+$76.9K
|
+3,257
|
+0.4%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$18.2M
|
+$1.1M
|
+46,731
|
+6%
|
|
|
24
|
Gateway Advisory
Westfield,
New Jersey
|
$17.4M
|
+$8.75M
|
+370,228
|
+100%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$16.8M
|
–
|
–
|
–
|
|
