|
1
|
Bank of New York Mellon
New York
|
$86.5M
|
-$2.16M
|
-19,641
|
-2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$26.7M
|
+$8.71M
|
+79,194
|
+48%
|
|
|
3
|
|
$23.3M
|
+$61.9K
|
+563
|
+0.3%
|
|
|
4
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$19.8M
|
+$14.6K
|
+133
|
+0.1%
|
|
|
5
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$14.8M
|
+$621K
|
+5,650
|
+4%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$14.6M
|
+$14.5K
|
+132
|
+0.1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$13.4M
|
-$140K
|
-1,269
|
-1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$12.9M
|
-$237K
|
-2,151
|
-2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.6M
|
+$2.47M
|
+22,438
|
+24%
|
|
|
10
|
Strategic Advocates
Logan,
Utah
|
$12.1M
|
+$1.22M
|
+11,138
|
+11%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.77M
|
+$142K
|
+1,293
|
+2%
|
|
|
12
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$7.13M
|
+$100K
|
+907
|
+1%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$6.02M
|
+$70.6K
|
+642
|
+1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.95M
|
+$1.39M
|
+12,609
|
+31%
|
|
|
15
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$5.69M
|
-$49.4K
|
-449
|
-0.9%
|
|
|
16
|
|
$5.51M
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.18M
|
+$912K
|
+8,293
|
+21%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$4.48M
|
+$1.47M
|
+13,382
|
+49%
|
|
|
19
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$4.04M
|
+$15.3K
|
+139
|
+0.4%
|
|
|
20
|
|
$3.83M
|
+$3.82M
|
+34,768
|
New
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.8M
|
+$1.16M
|
+10,552
|
+44%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.74M
|
-$297K
|
-2,702
|
-7%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$3.38M
|
+$2.15M
|
+19,553
|
+172%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$3.23M
|
+$3.23M
|
+29,341
|
New
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$3.19M
|
+$23.9K
|
+217
|
+0.8%
|
|
