|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$19.4M
|
+$258K
|
+3,296
|
+1%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.4M
|
+$14.9M
|
+190,459
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.51M
|
-$158K
|
-2,021
|
-2%
|
|
|
4
|
|
$2.57M
|
-$134K
|
-1,712
|
-5%
|
|
|
5
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$2.04M
|
+$1.49K
|
+19
|
+0.1%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$1.99M
|
+$122K
|
+1,565
|
+6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.81M
|
-$35.7K
|
-456
|
-2%
|
|
|
8
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$1.58M
|
-$62.6K
|
-800
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.43M
|
+$536K
|
+6,852
|
+57%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.2M
|
+$189K
|
+2,415
|
+18%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.16M
|
+$43.5K
|
+556
|
+4%
|
|
|
12
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$793K
|
+$499K
|
+6,377
|
+171%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$750K
|
-$107K
|
-1,373
|
-12%
|
|
|
14
|
Advisor Resource Council
Dallas,
Texas
|
$748K
|
+$776K
|
+9,920
|
New
|
|
|
15
|
|
$742K
|
+$96.3K
|
+1,232
|
+14%
|
|
|
16
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$522K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$519K
|
+$72.9K
|
+932
|
+16%
|
|
|
18
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$516K
|
+$42.8K
|
+547
|
+9%
|
|
|
19
|
Flow Traders U.S.
New York
|
$508K
|
-$3.2M
|
-40,888
|
-86%
|
|
|
20
|
Lodestar Private Asset Management
Alamo,
California
|
$498K
|
–
|
–
|
–
|
|
|
21
|
Stamos Capital Partners
Menlo Park,
California
|
$494K
|
+$1.56K
|
+20
|
+0.3%
|
|
|
22
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$488K
|
-$696K
|
-8,900
|
-58%
|
|
|
23
|
Horizon Kinetics Asset Management
New York
|
$464K
|
-$11.1K
|
-142
|
-2%
|
|
|
24
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$430K
|
+$446K
|
+5,698
|
New
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$430K
|
-$46.8K
|
-598
|
-9%
|
|
