|
1
|
Bank of America
Charlotte,
North Carolina
|
$79.7M
|
+$4.93M
|
+188,960
|
+7%
|
|
|
2
|
Tradewinds Capital Management
Bellingham,
Washington
|
$27.9M
|
+$27.5M
|
+1,053,158
|
New
|
|
|
3
|
AllianceBernstein
Nashville,
Tennessee
|
$20.7M
|
+$23.5K
|
+902
|
+0.1%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$11.9M
|
-$1.53M
|
-58,814
|
-12%
|
|
|
5
|
Vontobel Holding
Zurich,
Switzerland
|
$8.56M
|
+$8.43M
|
+323,300
|
New
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.52M
|
-$402K
|
-15,403
|
-5%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.26M
|
+$89.1K
|
+3,415
|
+1%
|
|
|
8
|
Atomi Financial Group
New York
|
$7.05M
|
+$637K
|
+24,414
|
+10%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.8M
|
+$1.19M
|
+45,613
|
+22%
|
|
|
10
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.46M
|
-$25.1K
|
-961
|
-0.4%
|
|
|
11
|
|
$6.22M
|
+$157
|
+6
|
+0%
|
|
|
12
|
VCI Wealth Management
St Louis,
Missouri
|
$4.77M
|
+$175K
|
+6,719
|
+4%
|
|
|
13
|
Evolution Wealth Advisors
Aventura,
Florida
|
$4.38M
|
-$4.45M
|
-170,550
|
-51%
|
|
|
14
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$4.2M
|
+$246K
|
+9,423
|
+6%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.2M
|
-$244K
|
-9,372
|
-6%
|
|
|
16
|
NWAM LLC
Mercer Island,
Washington
|
$4.19M
|
-$655K
|
-25,092
|
-14%
|
|
|
17
|
Flow Traders U.S.
New York
|
$3.72M
|
+$3.66M
|
+140,457
|
New
|
|
|
18
|
|
$3.65M
|
+$112K
|
+4,304
|
+3%
|
|
|
19
|
Hancock Whitney
Gulfport,
Mississippi
|
$3.57M
|
+$3.06M
|
+117,391
|
+677%
|
|
|
20
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$3.53M
|
-$494K
|
-18,930
|
-12%
|
|
|
21
|
Sunbelt Securities
Houston,
Texas
|
$3.52M
|
-$21.7K
|
-831
|
-0.6%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$2.76M
|
-$4.2M
|
-160,981
|
-61%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.49M
|
+$2.04M
|
+78,356
|
+502%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.44M
|
-$268K
|
-10,270
|
-10%
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.32M
|
-$39.2K
|
-1,501
|
-2%
|
|
