|
1
|
|
$15M
|
+$1.86M
|
+73,898
|
+14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
+$1.85M
|
+73,196
|
+15%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
+$3.46M
|
+137,355
|
+39%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
+$872K
|
+34,591
|
+8%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.14M
|
+$6.13M
|
+243,119
|
+210%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.52M
|
+$2.33M
|
+92,256
|
+56%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$6.44M
|
+$783K
|
+31,041
|
+14%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$5.63M
|
+$465K
|
+18,441
|
+9%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.61M
|
+$2.89M
|
+114,556
|
+108%
|
|
|
10
|
Tortoise Investment Management
White Plains,
New York
|
$4.04M
|
+$2.12M
|
+83,975
|
+113%
|
|
|
11
|
Naples Global Advisors
Naples,
Florida
|
$3.98M
|
+$351K
|
+13,905
|
+10%
|
|
|
12
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$3.61M
|
+$164K
|
+6,515
|
+5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.02M
|
+$589K
|
+23,345
|
+24%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.84M
|
+$1.97M
|
+78,266
|
+234%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.58M
|
+$289K
|
+11,465
|
+13%
|
|
|
16
|
Snowden Capital Advisors
New York
|
$2.58M
|
+$1.07M
|
+42,497
|
+72%
|
|
|
17
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.43M
|
+$421K
|
+16,686
|
+21%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$2.14M
|
+$1.78M
|
+70,497
|
+515%
|
|
|
19
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.98M
|
-$60.6K
|
-2,402
|
-3%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$1.93M
|
+$225K
|
+8,926
|
+13%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.67M
|
+$119K
|
+4,738
|
+8%
|
|
|
22
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.66M
|
+$986K
|
+39,090
|
+150%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.64M
|
+$527K
|
+20,895
|
+48%
|
|
|
24
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$1.62M
|
-$3.86M
|
-153,137
|
-71%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$1.62M
|
+$1.6M
|
+63,571
|
New
|
|
