|
1
|
Henshaw Capital
Woburn,
Massachusetts
|
$49.9M
|
–
|
–
|
–
|
|
|
2
|
Schroder Investment Management Group
London,
United Kingdom
|
$46.8M
|
-$1.51M
|
-17,112
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$46.7M
|
+$693K
|
+7,858
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.5M
|
-$2.1M
|
-23,818
|
-6%
|
|
|
5
|
D.A. Davidson & Co
Great Falls,
Montana
|
$29.3M
|
-$2.25M
|
-25,462
|
-7%
|
|
|
6
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$27.5M
|
+$964K
|
+10,930
|
+4%
|
|
|
7
|
Davidson Investment Advisors
Great Falls,
Montana
|
$27.1M
|
+$1M
|
+11,344
|
+4%
|
|
|
8
|
|
$22.6M
|
-$2.22M
|
-25,205
|
-9%
|
|
|
9
|
Ironwood Financial
Tucson,
Arizona
|
$11.6M
|
+$109K
|
+1,236
|
+1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$1.08M
|
+12,194
|
+11%
|
|
|
11
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$9.85M
|
-$281K
|
-3,180
|
-3%
|
|
|
12
|
Running Point Capital Advisors
El Segundo,
California
|
$7.59M
|
-$155K
|
-1,758
|
-2%
|
|
|
13
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$7.25M
|
-$200K
|
-2,265
|
-3%
|
|
|
14
|
|
$7.23M
|
-$945K
|
-10,716
|
-12%
|
|
|
15
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$6.2M
|
+$341K
|
+3,861
|
+6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.99M
|
+$80.5K
|
+913
|
+1%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.08M
|
+$4.52M
|
+51,219
|
+813%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.37M
|
-$53.3K
|
-604
|
-1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.7M
|
+$282K
|
+3,200
|
+8%
|
|
|
20
|
|
$3.39M
|
+$1.02M
|
+11,542
|
+43%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$3.28M
|
-$39.3K
|
-446
|
-1%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.24M
|
+$747K
|
+8,464
|
+30%
|
|
|
23
|
Sunbelt Securities
Houston,
Texas
|
$3.01M
|
+$272K
|
+3,078
|
+10%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$2.88M
|
+$1.64M
|
+18,621
|
+133%
|
|
|
25
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.5M
|
-$57.2K
|
-649
|
-2%
|
|
