|
1
|
Bank of America
Charlotte,
North Carolina
|
$174M
|
+$1.73M
|
+34,219
|
+1%
|
|
|
2
|
|
$125M
|
-$27M
|
-534,351
|
-18%
|
|
|
3
|
Bramshill Investments
Naples,
Florida
|
$122M
|
+$10.9M
|
+215,693
|
+10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$89.4M
|
+$6.77M
|
+134,209
|
+8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$87.7M
|
+$27.3M
|
+540,295
|
+45%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$75.8M
|
+$4.23M
|
+83,850
|
+6%
|
|
|
7
|
|
$69.4M
|
-$1.17M
|
-23,201
|
-2%
|
|
|
8
|
TAP Consulting
Kirkwood,
Missouri
|
$67.7M
|
-$14.7M
|
-290,643
|
-18%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$64.3M
|
+$375K
|
+7,441
|
+0.6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$50M
|
-$4.96M
|
-98,228
|
-9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$43M
|
-$251K
|
-4,980
|
-0.6%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$41M
|
-$7.99M
|
-158,284
|
-16%
|
|
|
13
|
Renaissance Technologies
New York
|
$40M
|
-$24M
|
-475,600
|
-37%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$36.6M
|
+$7.1M
|
+140,814
|
+24%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$36.4M
|
+$9.42M
|
+186,693
|
+35%
|
|
|
16
|
Donaldson Capital Management
Evansville,
Indiana
|
$35.4M
|
-$172K
|
-3,416
|
-0.5%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$29.4M
|
+$343K
|
+6,795
|
+1%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.9M
|
+$1.74M
|
+34,533
|
+7%
|
|
|
19
|
Richard P. Slaughter Associates
Austin,
Texas
|
$27.4M
|
+$655K
|
+12,989
|
+2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.1M
|
-$1.83M
|
-36,275
|
-7%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.3M
|
+$5.85M
|
+116,026
|
+34%
|
|
|
22
|
|
$18.6M
|
+$18.6M
|
+368,528
|
New
|
|
|
23
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$17.3M
|
-$8.75M
|
-173,505
|
-34%
|
|
|
24
|
Securian Asset Management
St Paul,
Minnesota
|
$16.1M
|
–
|
–
|
–
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.1M
|
+$5.48M
|
+108,539
|
+57%
|
|
