|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.9M
|
+$472K
|
+21,978
|
+3%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$14.8M
|
+$146K
|
+6,782
|
+1%
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.5M
|
+$5.48M
|
+255,301
|
+94%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$6.01M
|
-$195K
|
-9,058
|
-3%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.56M
|
+$93.4K
|
+4,348
|
+2%
|
|
|
6
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$4.11M
|
+$4.07M
|
+189,465
|
New
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.63M
|
+$1.81M
|
+84,111
|
+101%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.58M
|
+$192K
|
+8,920
|
+6%
|
|
|
9
|
Howard Capital Management
Roswell,
Georgia
|
$3.56M
|
+$997K
|
+46,428
|
+40%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.33M
|
-$78.2K
|
-3,640
|
-2%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2.69M
|
+$842K
|
+39,211
|
+46%
|
|
|
12
|
Cardan Capital Partners
Denver,
Colorado
|
$2.6M
|
-$700K
|
-32,583
|
-21%
|
|
|
13
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.96M
|
+$411K
|
+19,125
|
+27%
|
|
|
14
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.95M
|
+$411K
|
+19,125
|
+27%
|
|
|
15
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.94M
|
-$119K
|
-5,529
|
-6%
|
|
|
16
|
|
$1.92M
|
-$29.5K
|
-1,372
|
-2%
|
|
|
17
|
Bank of New York Mellon
New York
|
$1.91M
|
+$565K
|
+26,319
|
+43%
|
|
|
18
|
VanEck Associates
New York
|
$1.77M
|
+$430
|
+20
|
+0%
|
|
|
19
|
PFS Investments
Duluth,
Georgia
|
$1.53M
|
+$542K
|
+25,245
|
+56%
|
|
|
20
|
|
$1.37M
|
+$852K
|
+39,658
|
+168%
|
|
|
21
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.35M
|
+$33.5K
|
+1,558
|
+3%
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.16M
|
+$511K
|
+23,764
|
+81%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$1M
|
+$446K
|
+20,744
|
+82%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$794K
|
+$187K
|
+8,700
|
+31%
|
|
|
25
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$760K
|
-$752K
|
-35,000
|
-50%
|
|
