|
1
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
+$30.1M
|
+1,050,824
|
+47%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$86.5M
|
+$66.7M
|
+2,330,619
|
+1,022%
|
|
|
3
|
Tradewinds Capital Management
Bellingham,
Washington
|
$46.9M
|
+$39.7M
|
+1,387,385
|
+234,752%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$21.8M
|
+$14.3M
|
+501,068
|
+350%
|
|
|
5
|
|
$13.7M
|
+$5.29M
|
+184,797
|
+84%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.97M
|
+$4.54M
|
+158,506
|
+116%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.51M
|
+$7.2M
|
+251,585
|
New
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.46M
|
-$2.12M
|
-74,082
|
-23%
|
|
|
9
|
VCI Wealth Management
St Louis,
Missouri
|
$7.66M
|
-$221K
|
-7,731
|
-3%
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
$6.94M
|
-$11.4M
|
-396,500
|
-66%
|
|
|
11
|
NWAM LLC
Mercer Island,
Washington
|
$6.77M
|
+$101K
|
+3,518
|
+2%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$6.71M
|
-$568K
|
-19,832
|
-9%
|
|
|
13
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.68M
|
-$105K
|
-3,675
|
-2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.62M
|
+$3.6M
|
+125,802
|
+179%
|
|
|
15
|
Sunbelt Securities
Houston,
Texas
|
$5.83M
|
+$742K
|
+25,904
|
+18%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.55M
|
+$3.64M
|
+127,026
|
+341%
|
|
|
17
|
Chicago Wealth Management
Chicago,
Illinois
|
$4.98M
|
+$4.22M
|
+147,321
|
New
|
|
|
18
|
Proficio Capital Partners
Newton,
Massachusetts
|
$4.2M
|
+$3.54M
|
+123,695
|
New
|
|
|
19
|
Hancock Whitney
Gulfport,
Mississippi
|
$4.1M
|
+$47.8K
|
+1,669
|
+1%
|
|
|
20
|
Wealth Alliance
Mellville,
New York
|
$3.58M
|
+$17.3K
|
+603
|
+0.6%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$3.52M
|
+$1.09M
|
+37,898
|
+57%
|
|
|
22
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.18M
|
-$93.2K
|
-3,256
|
-3%
|
|
|
23
|
Quadrature Capital
London,
United Kingdom
|
$3.17M
|
+$2.68M
|
+93,692
|
New
|
|
|
24
|
Evolution Wealth Advisors
Aventura,
Florida
|
$3.09M
|
-$922K
|
-32,211
|
-26%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.86M
|
+$404K
|
+14,120
|
+20%
|
|
