|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$69.6M
|
-$65.6K
|
-696
|
-0.1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$45.8M
|
+$1.82M
|
+19,297
|
+4%
|
|
|
3
|
|
$37.3M
|
+$23.2M
|
+246,338
|
+170%
|
|
|
4
|
|
$32.1M
|
+$626K
|
+6,641
|
+2%
|
|
|
5
|
Money Design
Tokyo,
Japan
|
$26.8M
|
+$5.23M
|
+55,511
|
+25%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$14.6M
|
+$4.42M
|
+46,854
|
+44%
|
|
|
7
|
Perella Weinberg Partners Capital Management
New York
|
$13.4M
|
+$3.44M
|
+36,470
|
+35%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$13.1M
|
+$411K
|
+4,363
|
+3%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$11.4M
|
+$467K
|
+4,953
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$277K
|
+2,934
|
+3%
|
|
|
11
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$10.4M
|
+$374K
|
+3,963
|
+4%
|
|
|
12
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$9.92M
|
+$542K
|
+5,745
|
+6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$9.17M
|
+$2.71M
|
+28,746
|
+43%
|
|
|
14
|
|
$8.77M
|
+$515K
|
+5,466
|
+6%
|
|
|
15
|
Peterson Wealth Services
South Ogden,
Utah
|
$8.2M
|
+$8.11M
|
+85,986
|
New
|
|
|
16
|
Strategic Capital Advisers
Denver,
Colorado
|
$7.31M
|
-$18.9K
|
-201
|
-0.3%
|
|
|
17
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$7.01M
|
+$473K
|
+5,022
|
+7%
|
|
|
18
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.67M
|
-$21.2K
|
-225
|
-0.3%
|
|
|
19
|
Ancora Advisors
Cleveland,
Ohio
|
$6.67M
|
+$2.02M
|
+21,405
|
+44%
|
|
|
20
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$6.02M
|
-$570K
|
-6,050
|
-9%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.94M
|
+$111K
|
+1,175
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.54M
|
+$519K
|
+5,511
|
+10%
|
|
|
23
|
AllianceBernstein
Nashville,
Tennessee
|
$4.95M
|
-$401K
|
-4,250
|
-8%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.93M
|
+$330K
|
+3,505
|
+7%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.32M
|
+$186K
|
+1,977
|
+5%
|
|
