|
1
|
Bank of America
Charlotte,
North Carolina
|
$29.2M
|
+$2.37M
|
+47,237
|
+9%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$20.3K
|
+405
|
+0.2%
|
|
|
3
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$12.1M
|
-$398K
|
-7,940
|
-3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
+$2.82M
|
+56,183
|
+33%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$10.2M
|
+$10.2M
|
+203,424
|
New
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$10.1M
|
-$1.11M
|
-22,224
|
-10%
|
|
|
7
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$9.12M
|
+$2.12M
|
+42,335
|
+30%
|
|
|
8
|
|
$7.48M
|
-$666K
|
-13,278
|
-8%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.49M
|
+$295K
|
+5,877
|
+5%
|
|
|
10
|
|
$5.86M
|
+$5.19M
|
+103,586
|
+782%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.67M
|
-$1.09M
|
-21,725
|
-16%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.02M
|
+$563K
|
+11,235
|
+13%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.1M
|
+$1.6K
|
+32
|
+0%
|
|
|
14
|
Karn Couzens & Associates
Farmington,
Connecticut
|
$3.37M
|
-$1.02M
|
-20,300
|
-23%
|
|
|
15
|
Equitable Holdings
New York
|
$3.26M
|
-$173K
|
-3,447
|
-5%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$2.9M
|
+$581K
|
+11,595
|
+25%
|
|
|
17
|
|
$2.6M
|
-$393K
|
-7,848
|
-13%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.5M
|
-$593K
|
-11,834
|
-19%
|
|
|
19
|
Eagle Global Advisors
Houston,
Texas
|
$2.4M
|
-$100K
|
-2,000
|
-4%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.22M
|
-$156K
|
-3,115
|
-7%
|
|
|
21
|
55I LLC
Boston,
Massachusetts
|
$2.19M
|
+$857K
|
+17,103
|
+64%
|
|
|
22
|
Graypoint LLC
Albany,
New York
|
$2.01M
|
+$360K
|
+7,182
|
+22%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$1.7M
|
-$49.3K
|
-984
|
-3%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.6M
|
+$243K
|
+4,853
|
+18%
|
|
|
25
|
Elmwood Wealth Management
Berkeley,
California
|
$1.59M
|
+$1.6M
|
+31,835
|
New
|
|
