|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$85.8M
|
+$8.45M
|
+153,299
|
+11%
|
|
|
2
|
ShariaPortfolio
Lake Mary,
Florida
|
$44.1M
|
+$3.49M
|
+63,325
|
+9%
|
|
|
3
|
Schroder Investment Management Group
London,
United Kingdom
|
$30.1M
|
+$16.1M
|
+292,000
|
+123%
|
|
|
4
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$15.2M
|
-$113K
|
-2,057
|
-0.8%
|
|
|
5
|
Farther Finance Advisors
San Francisco,
California
|
$7.19M
|
+$282K
|
+5,118
|
+4%
|
|
|
6
|
Tidal Investments
Milwaukee,
Wisconsin
|
$6.18M
|
+$58.6K
|
+1,063
|
+1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.92M
|
-$267K
|
-4,841
|
-4%
|
|
|
8
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$5.42M
|
+$1.08M
|
+19,575
|
+26%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.93M
|
+$1.68M
|
+30,496
|
+55%
|
|
|
10
|
Childress Capital Advisors
Houston,
Texas
|
$4.29M
|
–
|
–
|
–
|
|
|
11
|
ArchPoint Investors
Coral Gables,
Florida
|
$4.25M
|
+$239K
|
+4,330
|
+6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.06M
|
+$489K
|
+8,866
|
+14%
|
|
|
13
|
Cresset Asset Management
Chicago,
Illinois
|
$3.47M
|
-$116K
|
-2,106
|
-3%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$3.34M
|
+$550K
|
+9,973
|
+21%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.32M
|
–
|
–
|
–
|
|
|
16
|
Abacus Wealth Partners
Santa Monica,
California
|
$3.3M
|
–
|
–
|
–
|
|
|
17
|
RFG Advisory
Birmingham,
Alabama
|
$2.66M
|
+$745K
|
+13,525
|
+41%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.38M
|
-$453K
|
-8,211
|
-17%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.32M
|
–
|
–
|
–
|
|
|
20
|
|
$2.22M
|
+$2.13M
|
+38,629
|
New
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$2.21M
|
+$137K
|
+2,480
|
+7%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.21M
|
+$579K
|
+10,509
|
+38%
|
|
|
23
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$2.02M
|
+$618K
|
+11,206
|
+47%
|
|
|
24
|
SageOak Financial
Tulsa,
Oklahoma
|
$1.99M
|
-$11.6K
|
-211
|
-0.6%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.87M
|
+$1.19M
|
+21,665
|
+200%
|
|
