|
1
|
Bank of America
Charlotte,
North Carolina
|
$65.8M
|
+$33.3M
|
+1,901,901
|
+93%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$31.4M
|
+$5.03M
|
+287,123
|
+18%
|
|
|
3
|
Bank of New York Mellon
New York
|
$24.2M
|
+$10.4M
|
+594,092
|
+69%
|
|
|
4
|
CX Institutional
Auburn,
Indiana
|
$22.6M
|
+$15.6M
|
+887,573
|
+190%
|
|
|
5
|
|
$19.2M
|
+$11.7M
|
+668,926
|
+139%
|
|
|
6
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11M
|
-$600K
|
-34,224
|
-5%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.51M
|
+$2.95M
|
+168,372
|
+42%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.07M
|
+$799K
|
+45,614
|
+10%
|
|
|
9
|
ABLE Financial Group
Scottsdale,
Arizona
|
$7.7M
|
+$1.32M
|
+75,268
|
+20%
|
|
|
10
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$7.57M
|
-$480K
|
-27,413
|
-6%
|
|
|
11
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$6.85M
|
-$565K
|
-32,221
|
-7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.63M
|
+$604K
|
+34,481
|
+10%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$6.47M
|
+$2.63M
|
+150,025
|
+63%
|
|
|
14
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$5.9M
|
+$12.1K
|
+692
|
+0.2%
|
|
|
15
|
|
$5.36M
|
+$5.62M
|
+320,913
|
New
|
|
|
16
|
Manhattan West Asset Management
Los Angeles,
California
|
$5.24M
|
+$2.05M
|
+116,730
|
+57%
|
|
|
17
|
Brown Wealth Management
Naperville,
Illinois
|
$5.23M
|
+$5.49M
|
+313,125
|
New
|
|
|
18
|
TownSquare Capital
Provo,
Utah
|
$5.23M
|
+$5.49M
|
+313,125
|
New
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$5.08M
|
+$3.11M
|
+177,328
|
+140%
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$4.74M
|
-$566K
|
-32,319
|
-10%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$4.39M
|
-$8.52M
|
-486,098
|
-65%
|
|
|
22
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.12M
|
-$649K
|
-37,009
|
-13%
|
|
|
23
|
1900 Wealth Management
San Antonio,
Texas
|
$3.46M
|
+$3.62M
|
+206,818
|
New
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$3.05M
|
+$2.85M
|
+162,561
|
+819%
|
|
|
25
|
Elmwood Wealth Management
Berkeley,
California
|
$3.02M
|
+$3.16M
|
+180,551
|
New
|
|
