|
1
|
Bank of America
Charlotte,
North Carolina
|
$36.5M
|
-$3.43M
|
-191,832
|
-9%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$28.6M
|
+$12.4M
|
+692,068
|
+77%
|
|
|
3
|
Bank of New York Mellon
New York
|
$15.4M
|
+$1.62M
|
+90,332
|
+12%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$13.4M
|
+$1.11M
|
+62,084
|
+9%
|
|
|
5
|
Avidian Wealth Enterprises
Houston,
Texas
|
$12.4M
|
-$2.15M
|
-119,901
|
-15%
|
|
|
6
|
|
$8.64M
|
-$1.28M
|
-71,619
|
-13%
|
|
|
7
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$8.63M
|
+$20K
|
+1,115
|
+0.2%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$8.39M
|
-$253K
|
-14,154
|
-3%
|
|
|
9
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$7.94M
|
+$395K
|
+22,047
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.85M
|
+$898K
|
+50,172
|
+13%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.2M
|
+$6.25M
|
+349,034
|
+672%
|
|
|
12
|
ABLE Financial Group
Scottsdale,
Arizona
|
$6.92M
|
+$1.08M
|
+60,380
|
+19%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$6.5M
|
+$130K
|
+7,256
|
+2%
|
|
|
14
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$6.33M
|
+$6.31M
|
+352,532
|
New
|
|
|
15
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.79M
|
+$789K
|
+44,066
|
+16%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$5.67M
|
-$312K
|
-17,439
|
-5%
|
|
|
17
|
Aveo Capital Partners
Englewood,
Colorado
|
$5.09M
|
+$5.08M
|
+283,816
|
New
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$4.26M
|
+$1.75M
|
+97,934
|
+70%
|
|
|
19
|
Manhattan West Asset Management
Los Angeles,
California
|
$3.68M
|
+$903K
|
+50,412
|
+33%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.38M
|
-$212K
|
-11,840
|
-6%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$2.91M
|
-$28.3K
|
-1,583
|
-1%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$2.64M
|
-$83.8K
|
-4,680
|
-3%
|
|
|
23
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.6M
|
+$10.7K
|
+596
|
+0.4%
|
|
|
24
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$2.59M
|
-$28.6K
|
-1,598
|
-1%
|
|
|
25
|
Estate Counselors
Thiensville,
Wisconsin
|
$2.57M
|
+$1.41M
|
+78,800
|
+122%
|
|
