|
1
|
Axiom Advisory
San Diego,
California
|
$145M
|
+$14.8M
|
+564,318
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$74M
|
+$9.35M
|
+356,627
|
+14%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$69.4M
|
+$4.49M
|
+171,270
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.2M
|
+$1.16M
|
+44,057
|
+5%
|
|
|
5
|
AllianceBernstein
Nashville,
Tennessee
|
$19.3M
|
-$16.7K
|
-636
|
-0.1%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$14.4M
|
+$13.3M
|
+507,989
|
+1,041%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$10.1M
|
+$163K
|
+6,211
|
+2%
|
|
|
8
|
Carrera Capital Advisors
Troy,
Michigan
|
$8.01M
|
+$1.87M
|
+71,432
|
+30%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.8M
|
+$666K
|
+25,417
|
+9%
|
|
|
10
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$6.56M
|
+$974K
|
+37,150
|
+17%
|
|
|
11
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.05M
|
+$213K
|
+8,111
|
+4%
|
|
|
12
|
Evolution Wealth Advisors
Aventura,
Florida
|
$6.05M
|
-$34.6K
|
-1,320
|
-0.6%
|
|
|
13
|
|
$6.04M
|
-$818K
|
-31,204
|
-12%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.84M
|
+$5.26M
|
+200,583
|
+813%
|
|
|
15
|
|
$5.56M
|
+$185K
|
+7,069
|
+3%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$4.57M
|
+$166K
|
+6,336
|
+4%
|
|
|
17
|
Atomi Financial Group
New York
|
$4.54M
|
+$136K
|
+5,183
|
+3%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.49M
|
-$770K
|
-29,368
|
-14%
|
|
|
19
|
NWAM LLC
Mercer Island,
Washington
|
$4.29M
|
+$4.34M
|
+165,472
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$4.22M
|
-$305K
|
-11,632
|
-7%
|
|
|
21
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.21M
|
-$57.3K
|
-2,184
|
-1%
|
|
|
22
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$3.78M
|
-$106K
|
-4,036
|
-3%
|
|
|
23
|
VCI Wealth Management
St Louis,
Missouri
|
$3.78M
|
-$613K
|
-23,391
|
-14%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$3.7M
|
-$965K
|
-36,790
|
-20%
|
|
|
25
|
New York Life Investment Management
New York
|
$3.2M
|
+$1.14M
|
+43,505
|
+54%
|
|
