|
1
|
|
$30.7M
|
+$9.57M
|
+422,829
|
+45%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$25.8M
|
+$10.9M
|
+481,543
|
+72%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21.2M
|
+$2.14M
|
+94,396
|
+11%
|
|
|
4
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$18.6M
|
+$18.7M
|
+826,854
|
New
|
|
|
5
|
|
$13.7M
|
+$976K
|
+43,135
|
+8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
+$381K
|
+16,855
|
+3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
-$840K
|
-37,130
|
-7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.28M
|
+$869K
|
+38,425
|
+13%
|
|
|
9
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$6.37M
|
+$6.42M
|
+283,815
|
New
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.66M
|
+$427K
|
+18,874
|
+8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.7M
|
-$778K
|
-34,381
|
-14%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.55M
|
-$79.4K
|
-3,510
|
-2%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$4.49M
|
+$1.09M
|
+48,063
|
+32%
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$3.82M
|
-$1.5M
|
-66,109
|
-28%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.62M
|
-$51.4K
|
-2,272
|
-1%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$3.52M
|
+$195K
|
+8,603
|
+6%
|
|
|
17
|
Naples Global Advisors
Naples,
Florida
|
$3.42M
|
-$291K
|
-12,860
|
-8%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.19M
|
-$849K
|
-37,522
|
-21%
|
|
|
19
|
Hamilton Wealth
Encino,
California
|
$2.41M
|
+$2.43M
|
+107,371
|
New
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$2.34M
|
+$274K
|
+12,132
|
+13%
|
|
|
21
|
Snowden Capital Advisors
New York
|
$2.31M
|
+$1.22M
|
+54,027
|
+111%
|
|
|
22
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.15M
|
-$576K
|
-25,439
|
-21%
|
|
|
23
|
Flow Traders U.S.
New York
|
$1.86M
|
-$113K
|
-5,003
|
-6%
|
|
|
24
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$1.86M
|
+$440K
|
+19,456
|
+31%
|
|
|
25
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.53M
|
-$11.5K
|
-510
|
-0.7%
|
|
