|
1
|
Bank of America
Charlotte,
North Carolina
|
$80.8M
|
+$8.37M
|
+487,827
|
+12%
|
|
|
2
|
Bank of New York Mellon
New York
|
$42.5M
|
+$15.1M
|
+880,232
|
+61%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$29M
|
-$4.93M
|
-287,303
|
-15%
|
|
|
4
|
AllianceBernstein
Nashville,
Tennessee
|
$27.4M
|
+$25.7M
|
+1,500,105
|
New
|
|
|
5
|
|
$15.7M
|
-$4.96M
|
-289,105
|
-25%
|
|
|
6
|
Avidian Wealth Enterprises
Houston,
Texas
|
$12.9M
|
+$797K
|
+46,481
|
+7%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.8M
|
+$2.28M
|
+133,199
|
+23%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$10.8M
|
-$13.1M
|
-761,752
|
-56%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
+$1.26M
|
+73,664
|
+15%
|
|
|
10
|
Gateway Advisory
Westfield,
New Jersey
|
$9.07M
|
+$8.52M
|
+496,898
|
New
|
|
|
11
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$8.25M
|
-$23.9K
|
-1,396
|
-0.3%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$8.18M
|
+$2.65M
|
+154,744
|
+51%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$7.85M
|
+$5.26M
|
+306,399
|
+247%
|
|
|
14
|
Willis Johnson & Associates
Houston,
Texas
|
$7.06M
|
+$6.64M
|
+386,910
|
New
|
|
|
15
|
ABLE Financial Group
Scottsdale,
Arizona
|
$6.6M
|
-$1.69M
|
-98,723
|
-21%
|
|
|
16
|
Manhattan West Asset Management
Los Angeles,
California
|
$6.29M
|
+$397K
|
+23,129
|
+7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5.44M
|
-$1.69M
|
-98,307
|
-25%
|
|
|
18
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$5.14M
|
-$2.2M
|
-128,134
|
-31%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$4.43M
|
-$705K
|
-41,085
|
-14%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$4.3M
|
+$1.17M
|
+68,197
|
+41%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$4.27M
|
-$486K
|
-28,328
|
-11%
|
|
|
22
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.14M
|
+$3.89M
|
+226,755
|
New
|
|
|
23
|
Pineridge Advisors
St. Charles,
Missouri
|
$4.13M
|
+$3.88M
|
+226,364
|
New
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$3.93M
|
+$3.69M
|
+215,216
|
New
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.65M
|
+$3.43M
|
+200,230
|
New
|
|
