|
1
|
|
$48.2M
|
+$57M
|
+1,162,720
|
+424%
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$47.6M
|
+$2.59M
|
+52,864
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$28.4M
|
+$18.2M
|
+371,477
|
+78%
|
|
|
4
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$14.2M
|
–
|
–
|
–
|
|
|
5
|
Accredited Investors
Edina,
Minnesota
|
$12.3M
|
+$4.34M
|
+88,632
|
+32%
|
|
|
6
|
|
$11.7M
|
+$10.8M
|
+221,087
|
+171%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
-$6.54M
|
-133,516
|
-31%
|
|
|
8
|
SOL Capital Management
Rockville,
Maryland
|
$8.23M
|
-$320K
|
-6,541
|
-3%
|
|
|
9
|
Nottingham Advisors
Amherst,
New York
|
$6.29M
|
-$2.78M
|
-56,780
|
-24%
|
|
|
10
|
|
$6.28M
|
-$134K
|
-2,725
|
-1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.77M
|
-$8.25M
|
-168,333
|
-49%
|
|
|
12
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$4.58M
|
+$1.42M
|
+28,955
|
+27%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.57M
|
-$288K
|
-5,885
|
-5%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$3.4M
|
+$1.51M
|
+30,846
|
+44%
|
|
|
15
|
Silvercrest Asset Management
New York
|
$3.17M
|
-$2.04M
|
-41,652
|
-31%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.05M
|
+$949K
|
+19,364
|
+46%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$2M
|
-$193K
|
-3,935
|
-6%
|
|
|
18
|
|
$1.87M
|
-$2.35M
|
-48,054
|
-46%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.71M
|
+$100K
|
+2,050
|
+4%
|
|
|
20
|
|
$1.68M
|
+$2.45M
|
+50,106
|
New
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$1.35M
|
-$217K
|
-4,426
|
-10%
|
|
|
22
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$1.34M
|
-$634K
|
-12,940
|
-24%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.06M
|
-$55.7K
|
-1,137
|
-3%
|
|
|
24
|
Donor Advised Charitable Giving
San Francisco,
California
|
$956K
|
+$850K
|
+17,345
|
+155%
|
|
|
25
|
Koshinski Asset Management
Decatur,
Illinois
|
$948K
|
–
|
–
|
–
|
|
