|
1
|
Bank of America
Charlotte,
North Carolina
|
$60.7M
|
-$14.5M
|
-548,175
|
-20%
|
|
|
2
|
Tradewinds Capital Management
Bellingham,
Washington
|
$29.8M
|
+$29.2M
|
+1,104,092
|
+14,612%
|
|
|
3
|
AllianceBernstein
Nashville,
Tennessee
|
$21M
|
-$2.3K
|
-87
|
-0%
|
|
|
4
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$18.1M
|
+$665K
|
+25,153
|
+4%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$9.4M
|
-$1.33M
|
-50,261
|
-13%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.61M
|
+$256K
|
+9,690
|
+4%
|
|
|
7
|
|
$6.39M
|
-$62.1K
|
-2,347
|
-1%
|
|
|
8
|
Vontobel Holding
Zurich,
Switzerland
|
$5.65M
|
+$222K
|
+8,400
|
+4%
|
|
|
9
|
VCI Wealth Management
St Louis,
Missouri
|
$5.59M
|
+$350K
|
+13,246
|
+7%
|
|
|
10
|
NWAM LLC
Mercer Island,
Washington
|
$5.32M
|
+$7.51K
|
+284
|
+0.1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.15M
|
+$1.08M
|
+40,672
|
+27%
|
|
|
12
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.99M
|
+$467K
|
+17,665
|
+11%
|
|
|
13
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$4.2M
|
-$36.3K
|
-1,371
|
-0.9%
|
|
|
14
|
Sunbelt Securities
Houston,
Texas
|
$3.82M
|
+$223K
|
+8,428
|
+6%
|
|
|
15
|
Evolution Wealth Advisors
Aventura,
Florida
|
$3.8M
|
-$356K
|
-13,460
|
-9%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.66M
|
+$231K
|
+8,742
|
+7%
|
|
|
17
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$3.44M
|
+$820K
|
+31,000
|
+32%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.14M
|
+$37.4K
|
+1,414
|
+1%
|
|
|
19
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.93M
|
+$1.64M
|
+62,045
|
+132%
|
|
|
20
|
Wealth Alliance
Mellville,
New York
|
$2.81M
|
+$147K
|
+5,563
|
+6%
|
|
|
21
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.4M
|
+$103K
|
+3,898
|
+5%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.37M
|
-$102K
|
-3,872
|
-4%
|
|
|
23
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$2.15M
|
+$2.8K
|
+106
|
+0.1%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.15M
|
-$502K
|
-18,969
|
-19%
|
|
|
25
|
Trek Financial
Scottsdale,
Arizona
|
$2.09M
|
+$483K
|
+18,256
|
+31%
|
|
