|
1
|
Bank of America
Charlotte,
North Carolina
|
$136M
|
+$2.22M
|
+94,997
|
+2%
|
|
|
2
|
Shufro Rose & Co
New York
|
$72.4M
|
+$2.43M
|
+103,888
|
+3%
|
|
|
3
|
|
$55.7M
|
+$5.1M
|
+217,997
|
+10%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$47.9M
|
+$16M
|
+681,995
|
+50%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$40.6M
|
-$1.39M
|
-59,252
|
-3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.6M
|
+$569K
|
+24,314
|
+1%
|
|
|
7
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$32.2M
|
-$714K
|
-30,514
|
-2%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$31.8M
|
+$1.1M
|
+46,918
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.5M
|
+$3.37M
|
+143,758
|
+12%
|
|
|
10
|
Summitry LLC
Foster City,
California
|
$30.9M
|
+$31M
|
+1,322,614
|
New
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.2M
|
-$10.9K
|
-464
|
-0%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$27.4M
|
+$1.23M
|
+52,640
|
+5%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$27.3M
|
+$3.31M
|
+141,177
|
+14%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$26.9M
|
+$4.35M
|
+185,630
|
+19%
|
|
|
15
|
Klingman & Associates
New York
|
$24M
|
+$24M
|
+1,026,542
|
New
|
|
|
16
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$23.6M
|
+$3.96M
|
+169,076
|
+20%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$23.2M
|
+$6.87M
|
+293,289
|
+42%
|
|
|
18
|
Sigma Investment Counselors
Northville,
Michigan
|
$22.8M
|
+$802K
|
+34,252
|
+4%
|
|
|
19
|
Confluence Investment Management
St. Louis,
Missouri
|
$20.6M
|
-$182K
|
-7,785
|
-0.9%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$19.2M
|
–
|
–
|
–
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$18.8M
|
+$699K
|
+29,867
|
+4%
|
|
|
22
|
RVW Wealth
Los Angeles,
California
|
$18.6M
|
-$174K
|
-7,435
|
-0.9%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$18.5M
|
-$330K
|
-14,112
|
-2%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$17.7M
|
–
|
–
|
–
|
|
|
25
|
Gateway Advisory
Westfield,
New Jersey
|
$17.5M
|
+$262K
|
+11,207
|
+2%
|
|
