|
1
|
Bank of America
Charlotte,
North Carolina
|
$15.7M
|
-$7.48M
|
-365,277
|
-31%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$10.1M
|
-$5.17M
|
-252,231
|
-33%
|
|
|
3
|
|
$8.88M
|
-$5.61M
|
-274,025
|
-37%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.82M
|
+$4.06M
|
+198,184
|
+77%
|
|
|
5
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.41M
|
+$3.07M
|
+149,955
|
+53%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$6.01M
|
+$1.86M
|
+91,013
|
+42%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.72M
|
+$1.07M
|
+52,004
|
+27%
|
|
|
8
|
Bank of New York Mellon
New York
|
$3.7M
|
+$775K
|
+37,846
|
+25%
|
|
|
9
|
Manhattan West Asset Management
Los Angeles,
California
|
$3.62M
|
+$3.83M
|
+186,743
|
New
|
|
|
10
|
|
$3.17M
|
-$1.74K
|
-85
|
-0.1%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2.74M
|
-$113K
|
-5,523
|
-4%
|
|
|
12
|
Seldon Capital
San Francisco,
California
|
$2.47M
|
-$1.67M
|
-81,517
|
-39%
|
|
|
13
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.17M
|
+$769K
|
+37,550
|
+51%
|
|
|
14
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.69M
|
-$137K
|
-6,700
|
-7%
|
|
|
15
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.69M
|
-$137K
|
-6,700
|
-7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1.63M
|
-$292K
|
-14,229
|
-14%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.63M
|
+$399K
|
+19,487
|
+30%
|
|
|
18
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.59M
|
+$34.8K
|
+1,700
|
+2%
|
|
|
19
|
|
$1.42M
|
+$1.5M
|
+73,104
|
New
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$1.17M
|
+$160K
|
+7,795
|
+15%
|
|
|
21
|
LMCG Investments
Boston,
Massachusetts
|
$1.12M
|
+$1.19M
|
+57,924
|
New
|
|
|
22
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.11M
|
+$1.17M
|
+57,303
|
New
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$867K
|
+$101K
|
+4,946
|
+12%
|
|
|
24
|
CreativeOne Wealth
Overland Park,
Kansas
|
$766K
|
+$11.7K
|
+570
|
+1%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$762K
|
+$395K
|
+19,278
|
+96%
|
|
