|
1
|
Bank of America
Charlotte,
North Carolina
|
$21M
|
+$4.13M
|
+164,801
|
+25%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
+$1.94M
|
+77,344
|
+13%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.5M
|
+$1.74M
|
+69,384
|
+16%
|
|
|
4
|
|
$12.3M
|
-$201K
|
-8,036
|
-2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
-$539K
|
-21,538
|
-4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$8.79M
|
-$202K
|
-8,071
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.35M
|
+$959K
|
+38,290
|
+13%
|
|
|
8
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$8.34M
|
+$5.65M
|
+225,685
|
+213%
|
|
|
9
|
Tortoise Investment Management
White Plains,
New York
|
$6.76M
|
-$74.9K
|
-2,993
|
-1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.25M
|
+$88.2K
|
+3,523
|
+1%
|
|
|
11
|
Aberdeen Group
Edinburgh,
United Kingdom
|
$5.02M
|
–
|
–
|
–
|
|
|
12
|
Naples Global Advisors
Naples,
Florida
|
$4.57M
|
+$379K
|
+15,130
|
+9%
|
|
|
13
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$4.54M
|
+$883K
|
+35,266
|
+24%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.72M
|
+$654K
|
+26,100
|
+21%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.57M
|
+$600K
|
+23,958
|
+20%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$3.55M
|
+$58.2K
|
+2,326
|
+2%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.44M
|
+$471K
|
+18,820
|
+16%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$3.23M
|
+$1.03M
|
+40,982
|
+47%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.2M
|
+$140K
|
+5,593
|
+5%
|
|
|
20
|
Snowden Capital Advisors
New York
|
$2.3M
|
-$278K
|
-11,101
|
-11%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.11M
|
+$442K
|
+17,638
|
+27%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.11M
|
+$68.3K
|
+2,729
|
+3%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$2.06M
|
-$34.3K
|
-1,368
|
-2%
|
|
|
24
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.88M
|
+$134K
|
+5,344
|
+8%
|
|
|
25
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.83M
|
+$169K
|
+6,763
|
+10%
|
|
