|
1
|
|
$73.1M
|
+$22M
|
+944,204
|
+43%
|
|
|
2
|
|
$47.3M
|
-$38.2M
|
-1,637,974
|
-44%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$21.3M
|
-$2.12M
|
-90,913
|
-9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
-$3.03M
|
-129,964
|
-22%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
-$1.35M
|
-57,910
|
-12%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8.31M
|
-$1.1M
|
-47,297
|
-12%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.31M
|
+$8.37M
|
+358,910
|
New
|
|
|
8
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$8.17M
|
+$8.23M
|
+352,976
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.38M
|
-$2.71M
|
-116,128
|
-30%
|
|
|
10
|
|
$5.81M
|
-$93.7K
|
-4,018
|
-2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.66M
|
-$7.65M
|
-328,058
|
-62%
|
|
|
12
|
Empowered Funds
Havertown,
Pennsylvania
|
$3.15M
|
+$3.17M
|
+136,113
|
New
|
|
|
13
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$2.77M
|
+$131K
|
+5,618
|
+5%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$2.75M
|
+$1.47M
|
+63,154
|
+114%
|
|
|
15
|
Oppenheimer Asset Management
New York
|
$2.62M
|
-$29.7K
|
-1,275
|
-1%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.4M
|
-$1M
|
-43,058
|
-29%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.28M
|
-$483K
|
-20,699
|
-18%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.96M
|
-$225K
|
-9,634
|
-10%
|
|
|
19
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.95M
|
+$32.8K
|
+1,409
|
+2%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.69M
|
-$8.16M
|
-350,209
|
-83%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$1.63M
|
+$430K
|
+18,461
|
+35%
|
|
|
22
|
Rock Point Advisors
Burlington,
Vermont
|
$1.63M
|
-$143K
|
-6,129
|
-8%
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.6M
|
-$425K
|
-18,211
|
-21%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$1.59M
|
+$1.17M
|
+50,368
|
+279%
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
$1.53M
|
+$122K
|
+5,224
|
+9%
|
|
