|
1
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.4M
|
+$6.23M
|
+348,875
|
+104%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$1.97M
|
+110,129
|
+21%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.22M
|
+$440K
|
+24,646
|
+5%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.7M
|
-$503K
|
-28,153
|
-5%
|
|
|
5
|
CX Institutional
Auburn,
Indiana
|
$6.18M
|
+$6.58M
|
+368,302
|
+12,240%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.9M
|
+$227K
|
+12,716
|
+4%
|
|
|
7
|
Bank of New York Mellon
New York
|
$5.43M
|
+$3.12M
|
+174,630
|
+115%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$5.34M
|
+$1.29M
|
+72,404
|
+29%
|
|
|
9
|
Manhattan West Asset Management
Los Angeles,
California
|
$2.76M
|
-$107K
|
-5,966
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.64M
|
-$397K
|
-22,252
|
-12%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2.44M
|
+$1.02M
|
+57,008
|
+63%
|
|
|
12
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.21M
|
+$1.05M
|
+58,761
|
+79%
|
|
|
13
|
|
$1.99M
|
+$256K
|
+14,332
|
+14%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.6M
|
+$63.3K
|
+3,546
|
+4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$1.53M
|
+$536K
|
+29,991
|
+48%
|
|
|
16
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$1.45M
|
+$1.56M
|
+87,115
|
New
|
|
|
17
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.35M
|
+$68.3K
|
+3,825
|
+5%
|
|
|
18
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.35M
|
+$68.3K
|
+3,825
|
+5%
|
|
|
19
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.32M
|
+$1.7K
|
+95
|
+0.1%
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.17M
|
-$786K
|
-44,019
|
-39%
|
|
|
21
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.11M
|
+$498K
|
+27,863
|
+72%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$823K
|
+$15.7K
|
+880
|
+2%
|
|
|
23
|
LMCG Investments
Boston,
Massachusetts
|
$812K
|
-$872K
|
-48,800
|
-50%
|
|
|
24
|
|
$706K
|
-$26.8M
|
-1,497,965
|
-97%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$607K
|
-$7.11K
|
-398
|
-1%
|
|
