|
1
|
Bank of America
Charlotte,
North Carolina
|
$94.2M
|
+$8.23M
|
+109,382
|
+10%
|
|
|
2
|
|
$87.7M
|
+$15.1M
|
+200,569
|
+22%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$47.3M
|
+$9.45M
|
+125,531
|
+26%
|
|
|
4
|
Summit Trail Advisors
New York
|
$45.8M
|
+$21.7M
|
+288,109
|
+97%
|
|
|
5
|
MAI Capital Management
Independence,
Ohio
|
$31.6M
|
+$4.45M
|
+59,107
|
+17%
|
|
|
6
|
Meitav Investment House
Bene-Beraq,
Israel
|
$27.1M
|
-$868K
|
-11,533
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.2M
|
+$8.25M
|
+109,597
|
+52%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$24.6M
|
+$6.83M
|
+90,749
|
+41%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.7M
|
+$2.89M
|
+38,395
|
+15%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$21.4M
|
+$1.49M
|
+19,730
|
+8%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$18.4M
|
+$17.6M
|
+234,159
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.3M
|
+$2.52M
|
+33,455
|
+18%
|
|
|
13
|
Valley Financial Management
New York
|
$17M
|
+$2.15M
|
+28,544
|
+15%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$16.3M
|
+$4.09M
|
+54,298
|
+35%
|
|
|
15
|
Miracle Mile Advisors
Los Angeles,
California
|
$15.7M
|
+$15M
|
+199,664
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.7M
|
+$9.14M
|
+121,347
|
+183%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$13.7M
|
+$6.84M
|
+90,823
|
+109%
|
|
|
18
|
Connectus Wealth
Cincinnati,
Ohio
|
$12.2M
|
-$696K
|
-9,243
|
-6%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.5M
|
+$2.08M
|
+27,635
|
+23%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$11.1M
|
+$7.28M
|
+96,713
|
+213%
|
|
|
21
|
Searcy Financial Services
Overland Park,
Kansas
|
$11M
|
-$269K
|
-3,572
|
-2%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.51M
|
+$4.5M
|
+59,834
|
+123%
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$8.16M
|
+$1.91M
|
+25,331
|
+32%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$5.89M
|
+$4.01M
|
+53,259
|
+243%
|
|
|
25
|
Presidio Capital Management
San Diego,
California
|
$5.52M
|
+$5.3M
|
+70,380
|
New
|
|
