|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$87.2M
|
-$820K
|
-15,237
|
-1%
|
|
|
2
|
RiverFront Investment Group
Richmond,
Virginia
|
$81.3M
|
-$1.33M
|
-24,705
|
-2%
|
|
|
3
|
|
$72M
|
-$30.5M
|
-566,895
|
-32%
|
|
|
4
|
|
$60.2M
|
-$1.44M
|
-26,724
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$38.2M
|
-$14.4M
|
-267,378
|
-29%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.7M
|
-$2.01M
|
-37,350
|
-6%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$30.3M
|
-$4.11M
|
-76,422
|
-13%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$21.7M
|
-$673K
|
-12,498
|
-3%
|
|
|
9
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$20.8M
|
+$979K
|
+18,189
|
+6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$18.7M
|
-$20.7K
|
-384
|
-0.1%
|
|
|
11
|
Circle Wealth Management
Summit,
New Jersey
|
$17.6M
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$16.1M
|
-$1.72M
|
-31,944
|
-11%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$16.1M
|
-$491K
|
-9,114
|
-3%
|
|
|
14
|
|
$13.9M
|
+$3.27M
|
+60,648
|
+35%
|
|
|
15
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$13M
|
-$854K
|
-15,867
|
-7%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$11.2M
|
+$429K
|
+7,977
|
+4%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.7M
|
-$254K
|
-4,722
|
-3%
|
|
|
18
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$10.3M
|
-$194K
|
-3,600
|
-2%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.58M
|
-$322K
|
-5,973
|
-4%
|
|
|
20
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.6M
|
+$23.4K
|
+435
|
+0.3%
|
|
|
21
|
SAM Advisors
Oakhurst,
California
|
$7.39M
|
+$33.9K
|
+630
|
+0.5%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$7.23M
|
-$186K
|
-3,459
|
-3%
|
|
|
23
|
Holt Capital Partners
Fort Worth,
Texas
|
$7.16M
|
+$71.6K
|
+1,329
|
+1%
|
|
|
24
|
Howard Capital Management Group
Los Angeles,
California
|
$6.52M
|
-$128K
|
-2,382
|
-2%
|
|
|
25
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.5M
|
+$3.12M
|
+57,879
|
+114%
|
|
