|
1
|
|
$22M
|
+$22.6M
|
+933,653
|
+8,446%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$19.7M
|
+$331K
|
+13,674
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
+$358K
|
+14,822
|
+2%
|
|
|
4
|
|
$13.2M
|
+$1.92M
|
+79,237
|
+16%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.7M
|
+$1.4M
|
+57,925
|
+12%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
-$147K
|
-6,095
|
-1%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.51M
|
+$374K
|
+15,446
|
+10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.64M
|
-$1.12M
|
-46,442
|
-14%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.67M
|
-$111K
|
-4,592
|
-2%
|
|
|
10
|
Tortoise Investment Management
White Plains,
New York
|
$5.49M
|
-$792K
|
-32,769
|
-12%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.46M
|
+$3.64M
|
+150,613
|
+179%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.79M
|
-$3.47M
|
-143,299
|
-41%
|
|
|
13
|
Aberdeen Group
Edinburgh,
United Kingdom
|
$4.64M
|
–
|
–
|
–
|
|
|
14
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$4.23M
|
+$32.2K
|
+1,332
|
+0.7%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.17M
|
+$903K
|
+37,334
|
+26%
|
|
|
16
|
Naples Global Advisors
Naples,
Florida
|
$3.84M
|
-$408K
|
-16,855
|
-9%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$3.53M
|
+$560K
|
+23,155
|
+18%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$3.44M
|
+$167K
|
+6,912
|
+5%
|
|
|
19
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.81M
|
-$5.09M
|
-210,498
|
-63%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.65M
|
-$318K
|
-13,155
|
-10%
|
|
|
21
|
|
$2.36M
|
+$2.46M
|
+101,629
|
New
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$2.14M
|
+$245K
|
+10,147
|
+12%
|
|
|
23
|
Flow Traders U.S.
New York
|
$2.05M
|
+$1.23M
|
+50,706
|
+136%
|
|
|
24
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.59M
|
-$27.8K
|
-1,151
|
-2%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.51M
|
-$1.74M
|
-71,772
|
-53%
|
|
