|
1
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
+$12.4M
|
+367,664
|
+11%
|
|
|
2
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$89.5M
|
+$99.5M
|
+2,946,685
|
New
|
|
|
3
|
Tradewinds Capital Management
Bellingham,
Washington
|
$37.2M
|
-$5.49M
|
-162,658
|
-12%
|
|
|
4
|
Proficio Capital Partners
Newton,
Massachusetts
|
$15.2M
|
+$12.7M
|
+377,550
|
+305%
|
|
|
5
|
|
$11.7M
|
-$634K
|
-18,773
|
-5%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$7.98M
|
-$77.5M
|
-2,295,989
|
-90%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.83M
|
-$847K
|
-25,082
|
-10%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$6.81M
|
-$14.2M
|
-419,902
|
-65%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.81M
|
-$2.39M
|
-70,638
|
-24%
|
|
|
10
|
VCI Wealth Management
St Louis,
Missouri
|
$6.77M
|
-$123K
|
-3,648
|
-2%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.12M
|
-$1.69M
|
-50,170
|
-20%
|
|
|
12
|
NWAM LLC
Mercer Island,
Washington
|
$5.61M
|
-$527K
|
-15,608
|
-8%
|
|
|
13
|
Fairview Capital Investment Management
Greenbrae,
California
|
$5.19M
|
-$902K
|
-26,715
|
-14%
|
|
|
14
|
Chicago Wealth Management
Chicago,
Illinois
|
$4.65M
|
+$199K
|
+5,892
|
+4%
|
|
|
15
|
Vontobel Holding
Zurich,
Switzerland
|
$3.43M
|
-$3.12M
|
-92,300
|
-45%
|
|
|
16
|
Hancock Whitney
Gulfport,
Mississippi
|
$3.22M
|
-$248K
|
-7,352
|
-6%
|
|
|
17
|
Wealth Alliance
Mellville,
New York
|
$3.16M
|
-$61.5K
|
-1,822
|
-2%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$3.14M
|
-$3.21M
|
-95,152
|
-48%
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.82M
|
-$40.9K
|
-1,210
|
-1%
|
|
|
20
|
Evolution Wealth Advisors
Aventura,
Florida
|
$2.8M
|
+$24.8K
|
+735
|
+0.8%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.58M
|
+$16.1K
|
+478
|
+0.6%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.56M
|
-$671K
|
-19,862
|
-19%
|
|
|
23
|
Trek Financial
Scottsdale,
Arizona
|
$2.56M
|
+$185K
|
+5,492
|
+7%
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$2.55M
|
+$697K
|
+20,649
|
+33%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.46M
|
-$3.88M
|
-114,904
|
-59%
|
|
