|
1
|
Bank of America
Charlotte,
North Carolina
|
$25.4M
|
+$9.14M
|
+423,384
|
+56%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$16.7M
|
+$441K
|
+20,456
|
+3%
|
|
|
3
|
|
$15.8M
|
+$14.3M
|
+660,665
|
+926%
|
|
|
4
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.14M
|
-$810K
|
-37,561
|
-12%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.55M
|
-$347K
|
-16,096
|
-6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.74M
|
+$155K
|
+7,203
|
+3%
|
|
|
7
|
Seldon Capital
San Francisco,
California
|
$4.52M
|
+$4.51M
|
+209,088
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.14M
|
+$36.9K
|
+1,708
|
+0.9%
|
|
|
9
|
|
$3.54M
|
+$290K
|
+13,451
|
+9%
|
|
|
10
|
Bank of New York Mellon
New York
|
$3.31M
|
+$241K
|
+11,172
|
+8%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.18M
|
+$76.1K
|
+3,526
|
+2%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$2.27M
|
+$697K
|
+32,315
|
+45%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$2.13M
|
-$162K
|
-7,517
|
-7%
|
|
|
14
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.03M
|
-$7.66K
|
-355
|
-0.4%
|
|
|
15
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.03M
|
-$7.66K
|
-355
|
-0.4%
|
|
|
16
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.74M
|
+$40.8K
|
+1,891
|
+2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.62M
|
+$1.24M
|
+57,318
|
+327%
|
|
|
18
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.6M
|
+$10.2K
|
+475
|
+0.6%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.4M
|
-$30.1K
|
-1,397
|
-2%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$1.19M
|
+$57.1K
|
+2,647
|
+5%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$1.14M
|
+$429K
|
+19,890
|
+61%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$861K
|
+$64.3K
|
+2,981
|
+8%
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$842K
|
-$358K
|
-16,611
|
-30%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$741K
|
-$123K
|
-5,701
|
-14%
|
|
|
25
|
PFG Advisors
Phoenix,
Arizona
|
$649K
|
-$131K
|
-6,086
|
-17%
|
|
