|
1
|
Bank of America
Charlotte,
North Carolina
|
$40.1M
|
+$11.3M
|
+632,029
|
+40%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.2M
|
+$1.03M
|
+57,930
|
+7%
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
$14.6M
|
+$6.29M
|
+352,783
|
+77%
|
|
|
4
|
Bank of New York Mellon
New York
|
$13.8M
|
-$50.7K
|
-2,843
|
-0.4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$9.6M
|
+538,635
|
+364%
|
|
|
6
|
|
$9.96M
|
+$7.55M
|
+423,921
|
+328%
|
|
|
7
|
CX Institutional
Auburn,
Indiana
|
$8.66M
|
+$1.59M
|
+89,447
|
+23%
|
|
|
8
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$8.64M
|
+$93.1K
|
+5,225
|
+1%
|
|
|
9
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$7.57M
|
+$2.76M
|
+154,911
|
+58%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.97M
|
+$3.95M
|
+221,657
|
+134%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$6.39M
|
-$1.44M
|
-80,680
|
-19%
|
|
|
12
|
Tortoise Investment Management
White Plains,
New York
|
$6.01M
|
-$1.34M
|
-75,260
|
-18%
|
|
|
13
|
ABLE Financial Group
Scottsdale,
Arizona
|
$5.85M
|
+$5.79M
|
+324,974
|
New
|
|
|
14
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.01M
|
+$4.96M
|
+278,306
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.6M
|
+$2.32M
|
+130,269
|
+187%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$2.94M
|
+$356K
|
+19,979
|
+14%
|
|
|
17
|
Manhattan West Asset Management
Los Angeles,
California
|
$2.78M
|
+$515K
|
+28,892
|
+23%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$2.74M
|
-$3.55M
|
-199,390
|
-57%
|
|
|
19
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$2.63M
|
+$140K
|
+7,875
|
+6%
|
|
|
20
|
3D/L Capital Management
Hartford,
Connecticut
|
$2.62M
|
-$243K
|
-13,646
|
-9%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.6M
|
+$2.57M
|
+144,437
|
New
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$2.51M
|
+$2.48M
|
+139,332
|
New
|
|
|
23
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.44M
|
+$39.5K
|
+2,215
|
+2%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$2.07M
|
+$2.05M
|
+115,191
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.99M
|
+$1.07M
|
+60,050
|
+120%
|
|
