|
1
|
Charles Schwab
San Francisco,
California
|
$369M
|
+$190M
|
+6,970,350
|
+106%
|
|
|
2
|
Axiom Advisory
San Diego,
California
|
$136M
|
+$134M
|
+4,890,411
|
+6,494%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$68.4M
|
+$68.4M
|
+2,505,305
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$68.3M
|
+$9.45M
|
+346,080
|
+16%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.4M
|
+$23.8M
|
+870,930
|
+896%
|
|
|
6
|
AllianceBernstein
Nashville,
Tennessee
|
$20.4M
|
+$39.1K
|
+1,433
|
+0.2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$10.5M
|
+$6.95M
|
+254,585
|
+195%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.53M
|
-$6.86M
|
-251,188
|
-48%
|
|
|
9
|
|
$7.22M
|
+$382K
|
+13,980
|
+6%
|
|
|
10
|
Carrera Capital Advisors
Troy,
Michigan
|
$6.49M
|
+$6.49M
|
+237,652
|
New
|
|
|
11
|
Evolution Wealth Advisors
Aventura,
Florida
|
$6.41M
|
+$233K
|
+8,525
|
+4%
|
|
|
12
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.16M
|
-$11.1K
|
-408
|
-0.2%
|
|
|
13
|
|
$6.02M
|
+$4.85M
|
+177,555
|
+412%
|
|
|
14
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$5.9M
|
+$188K
|
+6,890
|
+3%
|
|
|
15
|
Vontobel Holding
Zurich,
Switzerland
|
$5.76M
|
+$5.76M
|
+211,000
|
New
|
|
|
16
|
|
$5.67M
|
-$1.86K
|
-68
|
-0%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.53M
|
+$5.52M
|
+202,170
|
+41,857%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.9M
|
+$1.1M
|
+40,168
|
+29%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.77M
|
+$976K
|
+35,762
|
+26%
|
|
|
20
|
Atomi Financial Group
New York
|
$4.65M
|
+$1.09M
|
+39,922
|
+31%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$4.64M
|
+$767K
|
+28,107
|
+20%
|
|
|
22
|
VCI Wealth Management
St Louis,
Missouri
|
$4.62M
|
+$1.4M
|
+51,262
|
+43%
|
|
|
23
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.5M
|
-$21.8K
|
-799
|
-0.5%
|
|
|
24
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$4.09M
|
+$100K
|
+3,662
|
+3%
|
|
|
25
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$3.88M
|
+$999K
|
+36,594
|
+35%
|
|
