|
1
|
|
$52.1M
|
+$10.1M
|
+472,392
|
+26%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$20M
|
+$1.41M
|
+65,719
|
+8%
|
|
|
3
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$11.1M
|
+$1.88M
|
+87,786
|
+22%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.79M
|
+$517K
|
+24,096
|
+8%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.71M
|
-$528K
|
-24,614
|
-7%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.71M
|
-$528K
|
-24,614
|
-7%
|
|
|
7
|
Verity & Verity
Beaufort,
South Carolina
|
$7.67M
|
+$7.23M
|
+337,084
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.16M
|
-$803K
|
-37,431
|
-12%
|
|
|
9
|
BNP Paribas Financial Markets
Paris,
France
|
$4.94M
|
+$1.56M
|
+72,641
|
+50%
|
|
|
10
|
Barclays
London,
United Kingdom
|
$4.55M
|
+$4.29M
|
+200,000
|
New
|
|
|
11
|
|
$4.38M
|
-$2.63M
|
-122,526
|
-39%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.04M
|
-$400K
|
-18,672
|
-10%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.97M
|
-$987K
|
-46,049
|
-26%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$2.9M
|
+$1.16M
|
+54,130
|
+74%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.89M
|
+$1.3M
|
+60,790
|
+92%
|
|
|
16
|
Westwood Holdings Group
Dallas,
Texas
|
$2.86M
|
+$2.69M
|
+125,628
|
New
|
|
|
17
|
Connectus Wealth
Cincinnati,
Ohio
|
$2.68M
|
+$2.53M
|
+117,802
|
New
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.55M
|
+$191K
|
+8,902
|
+9%
|
|
|
19
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.51M
|
-$8.08M
|
-377,075
|
-77%
|
|
|
20
|
Alpha Cubed Investments
Irvine,
California
|
$2.15M
|
+$2.03M
|
+94,505
|
New
|
|
|
21
|
|
$2.14M
|
+$919K
|
+42,887
|
+84%
|
|
|
22
|
Great Lakes Advisors
Chicago,
Illinois
|
$2.13M
|
+$41.9K
|
+1,952
|
+2%
|
|
|
23
|
|
$2.02M
|
+$1.61M
|
+75,322
|
New
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.94M
|
-$202K
|
-9,427
|
-10%
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.65M
|
-$14.6K
|
-683
|
-0.9%
|
|
