|
1
|
Bank of America
Charlotte,
North Carolina
|
$188M
|
-$108M
|
-2,165,237
|
-36%
|
|
|
2
|
|
$151M
|
-$36.8M
|
-739,429
|
-20%
|
|
|
3
|
Bramshill Investments
Naples,
Florida
|
$103M
|
-$786K
|
-15,802
|
-0.8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$96.1M
|
+$4.81M
|
+96,679
|
+5%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$94.3M
|
-$25.1M
|
-503,773
|
-21%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$75.4M
|
-$267K
|
-5,364
|
-0.4%
|
|
|
7
|
|
$70.3M
|
-$4.49M
|
-90,230
|
-6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$70.2M
|
-$420K
|
-8,444
|
-0.6%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$64.2M
|
+$614K
|
+12,342
|
+1%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$61.4M
|
+$723K
|
+14,539
|
+1%
|
|
|
11
|
TAP Consulting
Kirkwood,
Missouri
|
$53.4M
|
-$11.3M
|
-227,625
|
-18%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$51.7M
|
-$1.88M
|
-37,828
|
-4%
|
|
|
13
|
Renaissance Technologies
New York
|
$49.7M
|
+$17.4M
|
+350,100
|
+54%
|
|
|
14
|
Richard P. Slaughter Associates
Austin,
Texas
|
$39.6M
|
+$7.23M
|
+145,309
|
+22%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.7M
|
-$10.7M
|
-214,451
|
-23%
|
|
|
16
|
Donaldson Capital Management
Evansville,
Indiana
|
$35.2M
|
-$2.47M
|
-49,653
|
-7%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.8M
|
+$3.58M
|
+71,998
|
+13%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$27.3M
|
+$3.5M
|
+70,457
|
+15%
|
|
|
19
|
Securian Asset Management
St Paul,
Minnesota
|
$26.2M
|
–
|
–
|
–
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$24.2M
|
-$1.23M
|
-24,700
|
-5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.4M
|
-$1.58M
|
-31,812
|
-6%
|
|
|
22
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$22.1M
|
+$2.95M
|
+59,277
|
+15%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.8M
|
+$13.4M
|
+269,271
|
+211%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.7M
|
-$1.37M
|
-27,542
|
-7%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.9M
|
-$2.48M
|
-49,878
|
-14%
|
|
