|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$140M
|
-$55.6M
|
-633,877
|
-29%
|
|
|
2
|
RiverFront Investment Group
Richmond,
Virginia
|
$138M
|
+$3.97M
|
+45,260
|
+3%
|
|
|
3
|
|
$126M
|
+$31.1M
|
+354,412
|
+34%
|
|
|
4
|
|
$111M
|
-$14.8M
|
-168,858
|
-12%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
-$2.1M
|
-23,966
|
-2%
|
|
|
6
|
|
$98.5M
|
+$4.76M
|
+54,213
|
+5%
|
|
|
7
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$66.9M
|
-$13.7M
|
-156,326
|
-17%
|
|
|
8
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$44.1M
|
-$24.4M
|
-277,775
|
-36%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$43.4M
|
+$843K
|
+9,607
|
+2%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$41.7M
|
+$931K
|
+10,611
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$40.6M
|
-$1.65M
|
-18,778
|
-4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.5M
|
+$1.42M
|
+16,243
|
+4%
|
|
|
13
|
PGIM Custom Harvest
Newark,
New Jersey
|
$32.8M
|
-$254K
|
-2,891
|
-0.8%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$31.2M
|
-$899K
|
-10,246
|
-3%
|
|
|
15
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$28.2M
|
-$11M
|
-124,951
|
-29%
|
|
|
16
|
Circle Wealth Management
Summit,
New Jersey
|
$26.7M
|
–
|
–
|
–
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17.8M
|
-$103K
|
-1,172
|
-0.6%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.5M
|
+$539K
|
+6,150
|
+3%
|
|
|
19
|
Two Sigma Investments
New York
|
$14.1M
|
-$2.76M
|
-31,500
|
-17%
|
|
|
20
|
Holt Capital Partners
Fort Worth,
Texas
|
$13.9M
|
+$505K
|
+5,761
|
+4%
|
|
|
21
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$13.4M
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$13.3M
|
-$4.7M
|
-53,541
|
-27%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$12M
|
-$6.65M
|
-75,848
|
-36%
|
|
|
24
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$11.8M
|
+$227K
|
+2,588
|
+2%
|
|
|
25
|
SAM Advisors
Oakhurst,
California
|
$10.8M
|
+$295K
|
+3,360
|
+3%
|
|
