|
1
|
Bank of America
Charlotte,
North Carolina
|
$174M
|
+$406K
|
+8,085
|
+0.2%
|
|
|
2
|
Bramshill Investments
Naples,
Florida
|
$136M
|
+$13.7M
|
+273,767
|
+11%
|
|
|
3
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$118M
|
+$41.8M
|
+833,916
|
+56%
|
|
|
4
|
|
$110M
|
-$14.9M
|
-296,113
|
-12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$96.8M
|
+$9.3M
|
+185,406
|
+11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$87.5M
|
-$1.69M
|
-33,718
|
-2%
|
|
|
7
|
|
$75.4M
|
+$6.09M
|
+121,375
|
+9%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$66.1M
|
+$2.03M
|
+40,421
|
+3%
|
|
|
9
|
TAP Consulting
Kirkwood,
Missouri
|
$60.8M
|
-$6.69M
|
-133,456
|
-10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$46.9M
|
-$2.9M
|
-57,808
|
-6%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$35.6M
|
-$972K
|
-19,370
|
-3%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$33.3M
|
-$3.05M
|
-60,733
|
-8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.7M
|
-$10.1M
|
-201,685
|
-24%
|
|
|
14
|
Donaldson Capital Management
Evansville,
Indiana
|
$29.4M
|
-$5.92M
|
-117,948
|
-17%
|
|
|
15
|
Renaissance Technologies
New York
|
$28.8M
|
-$11.1M
|
-221,100
|
-28%
|
|
|
16
|
Richard P. Slaughter Associates
Austin,
Texas
|
$27.6M
|
+$241K
|
+4,802
|
+0.9%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$27.2M
|
-$2.1M
|
-41,813
|
-7%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$26M
|
-$14.9M
|
-296,744
|
-37%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.1M
|
+$92.3K
|
+1,841
|
+0.4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.7M
|
-$474K
|
-9,447
|
-2%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.5M
|
-$6.3M
|
-125,580
|
-23%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.3M
|
+$3.17M
|
+63,221
|
+21%
|
|
|
23
|
|
$16.1M
|
-$2.48M
|
-49,399
|
-13%
|
|
|
24
|
Securian Asset Management
St Paul,
Minnesota
|
$16M
|
–
|
–
|
–
|
|
|
25
|
KWMG LLC
Overland Park,
Kansas
|
$13M
|
+$836K
|
+16,667
|
+7%
|
|
