|
1
|
Truist Financial
Charlotte,
North Carolina
|
$86.8M
|
+$83.9M
|
+2,061,096
|
New
|
|
|
2
|
|
$78.2M
|
-$5.23M
|
-128,465
|
-6%
|
|
|
3
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$37M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$36.3M
|
+$425K
|
+10,447
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.9M
|
-$3.39M
|
-83,301
|
-10%
|
|
|
6
|
RVW Wealth
Los Angeles,
California
|
$32M
|
+$420K
|
+10,327
|
+1%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.8M
|
+$2.19M
|
+53,851
|
+8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$28.7M
|
+$1.26M
|
+30,847
|
+5%
|
|
|
9
|
3D Asset Management
Hartford,
Connecticut
|
$23.3M
|
-$497K
|
-12,213
|
-2%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$20.6M
|
-$540K
|
-13,274
|
-3%
|
|
|
11
|
Quest Capital Management
Dallas,
Texas
|
$18M
|
-$1.3M
|
-31,929
|
-7%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
-$906K
|
-22,256
|
-6%
|
|
|
13
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$11.4M
|
+$1.09M
|
+26,703
|
+11%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$10.9M
|
+$3.2M
|
+78,519
|
+44%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$10.8M
|
-$25.5K
|
-627
|
-0.2%
|
|
|
16
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$8.36M
|
+$5.8M
|
+142,579
|
+255%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$7.79M
|
-$3.94M
|
-96,775
|
-49%
|
|
|
18
|
ACG Wealth
Atlanta,
Georgia
|
$7.53M
|
-$2.16M
|
-53,015
|
-23%
|
|
|
19
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$6.95M
|
+$1.98M
|
+48,555
|
+44%
|
|
|
20
|
Davenport & Co
Richmond,
Virginia
|
$6.88M
|
+$872K
|
+21,427
|
+15%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.76M
|
+$1.42M
|
+34,899
|
+28%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$5.75M
|
+$239K
|
+5,864
|
+4%
|
|
|
23
|
Northeast Financial Consultants
Westport,
Connecticut
|
$5.16M
|
-$30.5K
|
-750
|
-0.6%
|
|
|
24
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5.12M
|
+$56.3K
|
+1,382
|
+1%
|
|
|
25
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$5.1M
|
+$4.93M
|
+121,062
|
New
|
|
