|
1
|
Bank of America
Charlotte,
North Carolina
|
$173M
|
-$17.8M
|
-355,152
|
-9%
|
|
|
2
|
|
$153M
|
+$108K
|
+2,167
|
+0.1%
|
|
|
3
|
Bramshill Investments
Naples,
Florida
|
$111M
|
+$7.08M
|
+141,493
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$82.8M
|
+$11.6M
|
+231,561
|
+16%
|
|
|
5
|
TAP Consulting
Kirkwood,
Missouri
|
$82.5M
|
+$28.2M
|
+562,498
|
+53%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$71.6M
|
+$6.56M
|
+131,066
|
+10%
|
|
|
7
|
|
$70.7M
|
-$435K
|
-8,682
|
-0.6%
|
|
|
8
|
Renaissance Technologies
New York
|
$64.1M
|
+$13.6M
|
+271,600
|
+27%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$64M
|
+$1.79M
|
+35,778
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$60.5M
|
-$15.7M
|
-313,470
|
-21%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$55M
|
-$41.9M
|
-836,787
|
-43%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$49M
|
-$3.28M
|
-65,590
|
-6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.3M
|
+$7.1M
|
+141,920
|
+20%
|
|
|
14
|
Donaldson Capital Management
Evansville,
Indiana
|
$35.6M
|
-$40.1K
|
-801
|
-0.1%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$29.5M
|
+$1.9M
|
+37,925
|
+7%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$29.1M
|
+$4.5M
|
+89,988
|
+19%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$27M
|
+$8.06M
|
+161,041
|
+43%
|
|
|
18
|
Richard P. Slaughter Associates
Austin,
Texas
|
$26.8M
|
-$13.2M
|
-263,137
|
-33%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.2M
|
+$20.7M
|
+412,691
|
+389%
|
|
|
20
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$26.1M
|
+$3.65M
|
+72,973
|
+16%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26M
|
+$2.27M
|
+45,290
|
+10%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.4M
|
+$1.33M
|
+26,601
|
+8%
|
|
|
23
|
Securian Asset Management
St Paul,
Minnesota
|
$16.1M
|
-$10.4M
|
-207,000
|
-39%
|
|
|
24
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$16M
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$16M
|
-$16M
|
-320,619
|
-50%
|
|
