|
1
|
Davenport & Co
Richmond,
Virginia
|
$67.4M
|
+$12M
|
+166,225
|
+23%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$39.9M
|
-$3.9M
|
-53,881
|
-9%
|
|
|
3
|
|
$35.6M
|
+$675K
|
+9,320
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$35.2M
|
-$2.17M
|
-29,961
|
-6%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$35M
|
+$1.63M
|
+22,485
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$33.8M
|
+$1.26M
|
+17,385
|
+4%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$21.5M
|
-$708K
|
-9,774
|
-3%
|
|
|
8
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$20.3M
|
+$390K
|
+5,379
|
+2%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.9M
|
-$7.28M
|
-100,438
|
-31%
|
|
|
10
|
IEQ Capital
Foster City,
California
|
$15.4M
|
–
|
–
|
–
|
|
|
11
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$14.6M
|
+$26.1K
|
+360
|
+0.2%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$13.4M
|
+$104K
|
+1,431
|
+0.8%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$10.8M
|
+$2.71M
|
+37,452
|
+36%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.7M
|
-$761K
|
-10,500
|
-7%
|
|
|
15
|
|
$9.19M
|
+$130K
|
+1,789
|
+1%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$8.7M
|
-$19.6K
|
-270
|
-0.2%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$8.69M
|
-$1.89M
|
-26,031
|
-19%
|
|
|
18
|
Theory Financial
Fort Collins,
Colorado
|
$8.29M
|
+$1.44M
|
+19,830
|
+22%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$7.96M
|
-$163K
|
-2,251
|
-2%
|
|
|
20
|
Provident Wealth Management
Brentwood,
Tennessee
|
$7.72M
|
+$167K
|
+2,307
|
+2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.42M
|
+$28.6K
|
+395
|
+0.5%
|
|
|
22
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$6.39M
|
-$184K
|
-2,541
|
-3%
|
|
|
23
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$6.02M
|
-$82.2K
|
-1,135
|
-1%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.93M
|
-$146K
|
-2,012
|
-3%
|
|
|
25
|
Breakwater Capital Group
Paramus,
New Jersey
|
$5.89M
|
-$147K
|
-2,024
|
-3%
|
|
