|
1
|
Bank of America
Charlotte,
North Carolina
|
$55.4M
|
-$24.4M
|
-1,350,708
|
-31%
|
|
|
2
|
Bank of New York Mellon
New York
|
$53.6M
|
+$11.6M
|
+645,448
|
+28%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$40.9M
|
+$12.2M
|
+679,011
|
+43%
|
|
|
4
|
|
$17.4M
|
+$1.85M
|
+102,629
|
+12%
|
|
|
5
|
CX Institutional
Auburn,
Indiana
|
$11.5M
|
+$881K
|
+48,867
|
+8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$1M
|
+55,523
|
+10%
|
|
|
7
|
Gateway Advisory
Westfield,
New Jersey
|
$9.46M
|
+$515K
|
+28,587
|
+6%
|
|
|
8
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$7.75M
|
-$387K
|
-21,480
|
-5%
|
|
|
9
|
Willis Johnson & Associates
Houston,
Texas
|
$7.7M
|
+$735K
|
+40,774
|
+11%
|
|
|
10
|
Manhattan West Asset Management
Los Angeles,
California
|
$6.77M
|
+$564K
|
+31,265
|
+9%
|
|
|
11
|
ABLE Financial Group
Scottsdale,
Arizona
|
$6.76M
|
+$240K
|
+13,296
|
+4%
|
|
|
12
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$6.38M
|
+$1.3M
|
+72,242
|
+26%
|
|
|
13
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$4.79M
|
+$2.2M
|
+122,067
|
+85%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.35M
|
-$1.02M
|
-56,648
|
-19%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.29M
|
+$75.1K
|
+4,168
|
+2%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$4.26M
|
-$105K
|
-5,796
|
-2%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$3.9M
|
+$20.8K
|
+1,154
|
+0.5%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$3.87M
|
-$373K
|
-20,682
|
-9%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.83M
|
+$222K
|
+12,289
|
+6%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$3.73M
|
+$670K
|
+37,157
|
+22%
|
|
|
21
|
Elmwood Wealth Management
Berkeley,
California
|
$3.43M
|
+$129K
|
+7,170
|
+4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.4M
|
+$151K
|
+8,359
|
+5%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$3.19M
|
+$118K
|
+6,572
|
+4%
|
|
|
24
|
AlphaQ Advisors
Winter Park,
Florida
|
$3.11M
|
+$248K
|
+13,740
|
+9%
|
|
|
25
|
Pineridge Advisors
St. Charles,
Missouri
|
$3.1M
|
-$977K
|
-54,168
|
-24%
|
|
