|
1
|
Bank of America
Charlotte,
North Carolina
|
$55.2M
|
-$1.22M
|
-45,997
|
-2%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$17.1M
|
+$405K
|
+15,296
|
+2%
|
|
|
3
|
Vontobel Holding
Zurich,
Switzerland
|
$15M
|
+$10.4M
|
+391,500
|
+186%
|
|
|
4
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$11.7M
|
+$12.5M
|
+470,849
|
New
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$11M
|
+$11.7M
|
+441,620
|
New
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.07M
|
+$1.08M
|
+40,698
|
+14%
|
|
|
7
|
VCI Wealth Management
St Louis,
Missouri
|
$5.83M
|
+$682K
|
+25,780
|
+12%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$5.68M
|
+$5.51M
|
+208,335
|
+1,059%
|
|
|
9
|
|
$5.45M
|
-$500K
|
-18,916
|
-8%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$5.44M
|
-$3.48M
|
-131,583
|
-38%
|
|
|
11
|
Fairview Capital Investment Management
Greenbrae,
California
|
$5.01M
|
+$415K
|
+15,675
|
+8%
|
|
|
12
|
NWAM LLC
Mercer Island,
Washington
|
$4.97M
|
-$58.3K
|
-2,203
|
-1%
|
|
|
13
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$3.95M
|
+$53.5K
|
+2,022
|
+1%
|
|
|
14
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$3.7M
|
+$540K
|
+20,430
|
+16%
|
|
|
15
|
Sunbelt Securities
Houston,
Texas
|
$3.65M
|
+$111K
|
+4,183
|
+3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.57M
|
+$184K
|
+6,946
|
+5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.39M
|
-$1.47M
|
-55,425
|
-29%
|
|
|
18
|
Evolution Wealth Advisors
Aventura,
Florida
|
$3.08M
|
-$474K
|
-17,916
|
-13%
|
|
|
19
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.78M
|
+$70.8K
|
+2,676
|
+2%
|
|
|
20
|
Wealth Alliance
Mellville,
New York
|
$2.62M
|
+$20.1K
|
+760
|
+0.7%
|
|
|
21
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.42M
|
+$207K
|
+7,810
|
+9%
|
|
|
22
|
Trek Financial
Scottsdale,
Arizona
|
$2.22M
|
+$303K
|
+11,438
|
+15%
|
|
|
23
|
Note Advisors
Buffalo,
New York
|
$2.03M
|
+$122K
|
+4,615
|
+6%
|
|
|
24
|
Carrera Capital Advisors
Troy,
Michigan
|
$1.89M
|
+$208K
|
+7,871
|
+12%
|
|
|
25
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$1.78M
|
-$1.32K
|
-50
|
-0.1%
|
|
