|
1
|
Bank of America
Charlotte,
North Carolina
|
$71.4M
|
-$918K
|
-35,245
|
-1%
|
|
|
2
|
AllianceBernstein
Nashville,
Tennessee
|
$19.7M
|
+$916K
|
+35,138
|
+5%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$12.8M
|
-$56.5M
|
-2,169,649
|
-81%
|
|
|
4
|
Carrera Capital Advisors
Troy,
Michigan
|
$8.94M
|
+$1.15M
|
+44,076
|
+14%
|
|
|
5
|
Evolution Wealth Advisors
Aventura,
Florida
|
$8.5M
|
+$2.67M
|
+102,473
|
+44%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.58M
|
-$37.9K
|
-1,453
|
-0.5%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.86M
|
+$1.19M
|
+45,729
|
+20%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$6.71M
|
-$3.29M
|
-126,349
|
-32%
|
|
|
9
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.2M
|
+$299K
|
+11,460
|
+5%
|
|
|
10
|
Atomi Financial Group
New York
|
$6.13M
|
+$1.74M
|
+66,760
|
+38%
|
|
|
11
|
|
$5.95M
|
+$48.9K
|
+1,875
|
+0.8%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.35M
|
+$993K
|
+38,112
|
+22%
|
|
|
13
|
NWAM LLC
Mercer Island,
Washington
|
$4.64M
|
+$470K
|
+18,049
|
+11%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$4.62M
|
+$169K
|
+6,486
|
+4%
|
|
|
15
|
VCI Wealth Management
St Louis,
Missouri
|
$4.39M
|
+$719K
|
+27,580
|
+19%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.25M
|
+$129K
|
+4,962
|
+3%
|
|
|
17
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$3.85M
|
-$2.63M
|
-101,030
|
-40%
|
|
|
18
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$3.78M
|
+$90.5K
|
+3,473
|
+2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.45M
|
-$163K
|
-6,254
|
-4%
|
|
|
20
|
|
$3.38M
|
+$2.58M
|
+98,875
|
+286%
|
|
|
21
|
Sunbelt Securities
Houston,
Texas
|
$3.36M
|
+$3.48M
|
+133,376
|
+28,258%
|
|
|
22
|
New York Life Investment Management
New York
|
$3.1M
|
-$32.5K
|
-1,249
|
-1%
|
|
|
23
|
|
$2.92M
|
-$2.59M
|
-99,374
|
-46%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.59M
|
-$23.7M
|
-909,881
|
-90%
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.26M
|
+$2.33M
|
+89,279
|
New
|
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