|
1
|
Bank of America
Charlotte,
North Carolina
|
$63.4M
|
+$10.9M
|
+140,580
|
+23%
|
|
|
2
|
Schroder Investment Management Group
London,
United Kingdom
|
$42M
|
+$38.4M
|
+496,853
|
New
|
|
|
3
|
|
$34.4M
|
-$7.77M
|
-100,497
|
-20%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.3M
|
+$554K
|
+7,170
|
+2%
|
|
|
5
|
D.A. Davidson & Co
Great Falls,
Montana
|
$28.4M
|
-$486K
|
-6,293
|
-2%
|
|
|
6
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$24.8M
|
+$1.63M
|
+21,046
|
+8%
|
|
|
7
|
Davidson Investment Advisors
Great Falls,
Montana
|
$22.8M
|
+$2.46M
|
+31,866
|
+13%
|
|
|
8
|
Ironwood Financial
Tucson,
Arizona
|
$11.1M
|
+$55K
|
+711
|
+0.5%
|
|
|
9
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$9.61M
|
+$387K
|
+5,011
|
+5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$7.65M
|
+$2.6M
|
+33,699
|
+59%
|
|
|
11
|
Running Point Capital Advisors
El Segundo,
California
|
$7.55M
|
-$3.77M
|
-48,716
|
-35%
|
|
|
12
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$6.89M
|
+$6.31M
|
+81,609
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.82M
|
-$3.95M
|
-51,092
|
-43%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$4.38M
|
+$4.01M
|
+51,856
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.9M
|
+$2.68M
|
+34,701
|
+301%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.29M
|
+$3.01M
|
+38,990
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.27M
|
+$2.17M
|
+28,099
|
+266%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$3.1M
|
+$2.84M
|
+36,739
|
New
|
|
|
19
|
Sunbelt Securities
Houston,
Texas
|
$2.74M
|
-$47.5K
|
-615
|
-2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.61M
|
-$148K
|
-1,910
|
-6%
|
|
|
21
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.48M
|
+$17.5K
|
+226
|
+0.8%
|
|
|
22
|
|
$2.08M
|
+$680K
|
+8,804
|
+56%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$2.06M
|
+$133K
|
+1,722
|
+8%
|
|
|
24
|
|
$1.99M
|
+$1.76M
|
+22,779
|
+3,095%
|
|
|
25
|
|
$1.98M
|
+$1.81M
|
+23,424
|
New
|
|
