|
1
|
Bank of America
Charlotte,
North Carolina
|
$22.7M
|
+$5.91M
|
+272,084
|
+36%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$16.2M
|
+$383K
|
+17,604
|
+2%
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.11M
|
-$308K
|
-14,183
|
-5%
|
|
|
4
|
CX Institutional
Auburn,
Indiana
|
$4.61M
|
+$234K
|
+10,769
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.46M
|
-$1.01M
|
-46,651
|
-19%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.18M
|
+$573K
|
+26,373
|
+16%
|
|
|
7
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$4.14M
|
–
|
–
|
–
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.67M
|
+$769K
|
+35,353
|
+27%
|
|
|
9
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2.91M
|
+$107K
|
+4,931
|
+4%
|
|
|
10
|
|
$2.63M
|
+$260K
|
+11,955
|
+11%
|
|
|
11
|
Howard Capital Management
Roswell,
Georgia
|
$2.28M
|
-$1.18M
|
-54,136
|
-34%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.2M
|
+$20.1K
|
+925
|
+0.9%
|
|
|
13
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.04M
|
+$19.8K
|
+910
|
+1%
|
|
|
14
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.03M
|
+$19.8K
|
+910
|
+1%
|
|
|
15
|
Bank of New York Mellon
New York
|
$1.87M
|
-$567K
|
-26,104
|
-23%
|
|
|
16
|
Cardan Capital Partners
Denver,
Colorado
|
$1.79M
|
-$332K
|
-15,288
|
-16%
|
|
|
17
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.61M
|
+$761K
|
+35,014
|
+90%
|
|
|
18
|
GeoWealth Management
Chicago,
Illinois
|
$1.54M
|
+$1.53M
|
+70,274
|
New
|
|
|
19
|
|
$1.47M
|
+$923K
|
+42,464
|
+173%
|
|
|
20
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.42M
|
+$18.4K
|
+846
|
+1%
|
|
|
21
|
PFS Investments
Duluth,
Georgia
|
$1.4M
|
+$125K
|
+5,759
|
+10%
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.28M
|
+$280K
|
+12,901
|
+28%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.27M
|
+$131K
|
+6,027
|
+12%
|
|
|
24
|
VanEck Associates
New York
|
$1.24M
|
-$39.5K
|
-1,817
|
-3%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$1.05M
|
+$182K
|
+8,381
|
+21%
|
|
