|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$21.2M
|
+$2.32M
|
+31,746
|
+12%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.4M
|
-$60.6K
|
-831
|
-0.4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.72M
|
-$576K
|
-7,888
|
-8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.32M
|
+$925K
|
+12,678
|
+67%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$1.94M
|
+$2.19K
|
+30
|
+0.1%
|
|
|
6
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$1.92M
|
-$61.7K
|
-845
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.84M
|
+$81.2K
|
+1,112
|
+5%
|
|
|
8
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$1.53M
|
-$7.3K
|
-100
|
-0.5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.17M
|
+$584
|
+8
|
+0.1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.08M
|
-$48.2K
|
-660
|
-4%
|
|
|
11
|
Stamos Capital Partners
Menlo Park,
California
|
$802K
|
+$320K
|
+4,389
|
+67%
|
|
|
12
|
|
$736K
|
+$14.3K
|
+196
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$722K
|
-$7.66K
|
-105
|
-1%
|
|
|
14
|
|
$543K
|
-$1.94M
|
-26,651
|
-78%
|
|
|
15
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$507K
|
–
|
–
|
–
|
|
|
16
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$500K
|
-$1.75K
|
-24
|
-0.4%
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$475K
|
–
|
–
|
–
|
|
|
18
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$469K
|
+$51.1K
|
+700
|
+12%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$467K
|
-$38.6K
|
-529
|
-8%
|
|
|
20
|
Horizon Kinetics Asset Management
New York
|
$451K
|
+$146
|
+2
|
+0%
|
|
|
21
|
Lodestar Private Asset Management
Alamo,
California
|
$450K
|
-$33.6K
|
-461
|
-7%
|
|
|
22
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$408K
|
–
|
–
|
–
|
|
|
23
|
Brookstone Capital Management
Wheaton,
Illinois
|
$391K
|
+$35K
|
+480
|
+10%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$388K
|
+$25.6K
|
+351
|
+7%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$381K
|
-$36.7K
|
-503
|
-9%
|
|
