|
1
|
Henshaw Capital
Woburn,
Massachusetts
|
$51.5M
|
+$48.7M
|
+566,000
|
New
|
|
|
2
|
Schroder Investment Management Group
London,
United Kingdom
|
$49.9M
|
+$4.39M
|
+51,024
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$47.4M
|
-$19.8M
|
-229,556
|
-31%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.6M
|
+$1.89M
|
+21,997
|
+6%
|
|
|
5
|
D.A. Davidson & Co
Great Falls,
Montana
|
$32.5M
|
+$1.77M
|
+20,583
|
+6%
|
|
|
6
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$27.4M
|
+$575K
|
+6,679
|
+2%
|
|
|
7
|
Davidson Investment Advisors
Great Falls,
Montana
|
$26.9M
|
+$2.22M
|
+25,761
|
+10%
|
|
|
8
|
|
$25.6M
|
-$10.8M
|
-125,446
|
-31%
|
|
|
9
|
Ironwood Financial
Tucson,
Arizona
|
$11.8M
|
-$167K
|
-1,938
|
-1%
|
|
|
10
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$11.1M
|
+$684K
|
+7,946
|
+7%
|
|
|
11
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$10.4M
|
+$9.63M
|
+111,892
|
+3,891%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
+$1.96M
|
+22,807
|
+25%
|
|
|
13
|
Pictet Asset Management
Carouge,
Switzerland
|
$10M
|
+$9.47M
|
+110,000
|
New
|
|
|
14
|
|
$8.43M
|
+$5.95M
|
+69,174
|
+295%
|
|
|
15
|
Running Point Capital Advisors
El Segundo,
California
|
$7.98M
|
-$140K
|
-1,622
|
-2%
|
|
|
16
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$7.68M
|
+$241K
|
+2,800
|
+3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$6.09M
|
-$166K
|
-1,924
|
-3%
|
|
|
18
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$6.04M
|
+$5.71M
|
+66,380
|
New
|
|
|
19
|
Northern Trust
Chicago,
Illinois
|
$4.77M
|
+$47.6K
|
+553
|
+1%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.56M
|
+$957K
|
+11,118
|
+29%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.52M
|
+$3.19K
|
+37
|
+0.1%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$3.42M
|
+$70.9K
|
+824
|
+2%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.39M
|
-$772K
|
-8,963
|
-19%
|
|
|
24
|
Sunbelt Securities
Houston,
Texas
|
$2.82M
|
-$121K
|
-1,407
|
-4%
|
|
|
25
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.64M
|
-$34.5K
|
-401
|
-1%
|
|
