|
1
|
Bank of America
Charlotte,
North Carolina
|
$27.8M
|
+$16.4M
|
+959,102
|
+151%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.7M
|
+$5.46M
|
+318,990
|
+61%
|
|
|
3
|
Bank of New York Mellon
New York
|
$13.4M
|
+$7.56M
|
+441,853
|
+135%
|
|
|
4
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$8.28M
|
+$6.63M
|
+387,243
|
+445%
|
|
|
5
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.03M
|
-$3.85M
|
-224,746
|
-33%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$7.61M
|
+$1.38M
|
+80,880
|
+23%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$7.14M
|
+$1.5M
|
+87,546
|
+27%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$6.85M
|
+$356K
|
+20,828
|
+6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.14M
|
+$3.5M
|
+204,527
|
+139%
|
|
|
10
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.63M
|
+$4.54M
|
+265,209
|
New
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$3.27M
|
+$2.66M
|
+155,679
|
+489%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.89M
|
+$1.98M
|
+115,795
|
+234%
|
|
|
13
|
3D/L Capital Management
Hartford,
Connecticut
|
$2.77M
|
+$2.72M
|
+158,909
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.58M
|
-$180K
|
-10,493
|
-7%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$2.51M
|
+$2.46M
|
+143,494
|
New
|
|
|
16
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$2.41M
|
+$2.36M
|
+138,072
|
New
|
|
|
17
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.33M
|
+$7.73K
|
+452
|
+0.3%
|
|
|
18
|
|
$2.26M
|
+$162K
|
+9,452
|
+8%
|
|
|
19
|
Manhattan West Asset Management
Los Angeles,
California
|
$2.19M
|
-$685K
|
-40,058
|
-24%
|
|
|
20
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.55M
|
+$129K
|
+7,514
|
+9%
|
|
|
21
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.55M
|
+$129K
|
+7,514
|
+9%
|
|
|
22
|
1900 Wealth Management
San Antonio,
Texas
|
$1.51M
|
+$1.48M
|
+86,579
|
New
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$1.49M
|
-$117K
|
-6,821
|
-7%
|
|
|
24
|
AlphaQ Advisors
Winter Park,
Florida
|
$1.45M
|
+$1.42M
|
+82,895
|
New
|
|
|
25
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.39M
|
+$1.01K
|
+59
|
+0.1%
|
|
