|
1
|
Bank of America
Charlotte,
North Carolina
|
$814M
|
+$810M
|
+8,097,431
|
+22,588%
|
|
|
2
|
SVB Wealth
Boston,
Massachusetts
|
$393M
|
+$393M
|
+3,931,325
|
New
|
|
|
3
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$111M
|
+$111M
|
+1,110,038
|
New
|
|
|
4
|
Choate Investment Advisors
Boston,
Massachusetts
|
$73.9M
|
+$6.99M
|
+69,837
|
+10%
|
|
|
5
|
Aveo Capital Partners
Englewood,
Colorado
|
$36.6M
|
+$36.6M
|
+365,642
|
New
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$36.5M
|
+$3.66M
|
+36,570
|
+11%
|
|
|
7
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$36.4M
|
-$6.92M
|
-69,164
|
-16%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.5M
|
+$33.8M
|
+338,009
|
+5,236%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$23.6M
|
+$23.6M
|
+235,819
|
New
|
|
|
10
|
Telemus Capital
Southfield,
Michigan
|
$18.2M
|
+$18.2M
|
+181,532
|
New
|
|
|
11
|
Relative Value Partners Group
|
$16.8M
|
-$6.32M
|
-63,169
|
-27%
|
|
|
12
|
|
$15.9M
|
+$15.9M
|
+158,910
|
New
|
|
|
13
|
Trek Financial
Scottsdale,
Arizona
|
$15.7M
|
-$3.77M
|
-37,675
|
-19%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$14.3M
|
+$13.5M
|
+135,313
|
+1,857%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.3M
|
+$10.6M
|
+105,474
|
+597%
|
|
|
16
|
|
$11.2M
|
-$20.3M
|
-202,657
|
-65%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$11.1M
|
+$7.57M
|
+75,702
|
+217%
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
$10.7M
|
+$285K
|
+2,848
|
+3%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$7.81M
|
+$7.81M
|
+78,084
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.77M
|
+$7.77M
|
+77,653
|
New
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$7.13M
|
+$5.49M
|
+54,915
|
+335%
|
|
|
22
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$6.93M
|
+$2.06M
|
+20,575
|
+42%
|
|
|
23
|
MBL Wealth
Charlotte,
North Carolina
|
$6.76M
|
+$6.76M
|
+67,598
|
New
|
|
|
24
|
RiverFront Investment Group
Richmond,
Virginia
|
$5.8M
|
+$4.77M
|
+47,696
|
+462%
|
|
|
25
|
Oppenheimer Asset Management
New York
|
$5.75M
|
+$521K
|
+5,205
|
+10%
|
|
