|
1
|
Bank of America
Charlotte,
North Carolina
|
$72.6M
|
-$5.08M
|
-200,633
|
-7%
|
|
|
2
|
AllianceBernstein
Nashville,
Tennessee
|
$20.2M
|
-$2.46K
|
-97
|
-0%
|
|
|
3
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$16.7M
|
+$16.4M
|
+647,638
|
New
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$10.3M
|
-$1.21M
|
-47,918
|
-11%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.08M
|
-$14.5K
|
-573
|
-0.2%
|
|
|
6
|
Atomi Financial Group
New York
|
$7.01M
|
+$116K
|
+4,565
|
+2%
|
|
|
7
|
|
$6.21M
|
+$132K
|
+5,199
|
+2%
|
|
|
8
|
Quadrature Capital
London,
United Kingdom
|
$6.07M
|
+$3.97M
|
+156,836
|
+201%
|
|
|
9
|
Vontobel Holding
Zurich,
Switzerland
|
$5.22M
|
-$3.07M
|
-121,300
|
-38%
|
|
|
10
|
NWAM LLC
Mercer Island,
Washington
|
$5.17M
|
+$1.02M
|
+40,152
|
+25%
|
|
|
11
|
VCI Wealth Management
St Louis,
Missouri
|
$5.04M
|
+$381K
|
+15,040
|
+8%
|
|
|
12
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.34M
|
+$2.13M
|
+84,335
|
+101%
|
|
|
13
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$4.08M
|
-$21K
|
-830
|
-0.5%
|
|
|
14
|
Evolution Wealth Advisors
Aventura,
Florida
|
$4.01M
|
-$260K
|
-10,281
|
-6%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.91M
|
-$190K
|
-7,500
|
-5%
|
|
|
16
|
Sunbelt Securities
Houston,
Texas
|
$3.39M
|
+$21K
|
+831
|
+0.6%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$3.3M
|
+$591K
|
+23,366
|
+22%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.99M
|
-$3.58M
|
-141,491
|
-55%
|
|
|
19
|
Wealth Alliance
Mellville,
New York
|
$2.56M
|
+$2.51M
|
+99,059
|
New
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.56M
|
-$4.69M
|
-185,325
|
-65%
|
|
|
21
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$2.52M
|
-$911K
|
-36,000
|
-27%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.38M
|
+$3.34K
|
+132
|
+0.1%
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.21M
|
-$53.6K
|
-2,119
|
-2%
|
|
|
24
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$2.07M
|
+$50.2K
|
+1,984
|
+3%
|
|
|
25
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$1.84M
|
+$27.5K
|
+1,086
|
+2%
|
|
