|
1
|
Truist Financial
Charlotte,
North Carolina
|
$55.1M
|
-$8.02M
|
-201,834
|
-14%
|
|
|
2
|
|
$26.7M
|
-$45.7K
|
-1,150
|
-0.2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.4M
|
-$5.18M
|
-130,406
|
-19%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$20.2M
|
+$96.2K
|
+2,421
|
+0.5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$18.7M
|
-$548K
|
-13,799
|
-3%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.1M
|
-$1.59M
|
-40,056
|
-9%
|
|
|
7
|
Davenport & Co
Richmond,
Virginia
|
$7.33M
|
-$149K
|
-3,746
|
-2%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.33M
|
+$156K
|
+3,921
|
+2%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$6.5M
|
+$234K
|
+5,900
|
+4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.37M
|
-$1.64M
|
-41,331
|
-22%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.31M
|
+$132K
|
+3,335
|
+2%
|
|
|
12
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$6.15M
|
+$5.62M
|
+141,424
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.55M
|
+$201K
|
+5,050
|
+4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.22M
|
+$1.49M
|
+37,540
|
+45%
|
|
|
15
|
ACG Wealth
Atlanta,
Georgia
|
$4.87M
|
-$1.57M
|
-39,440
|
-26%
|
|
|
16
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$3.95M
|
+$124K
|
+3,123
|
+4%
|
|
|
17
|
PSI Advisors
Tampa,
Florida
|
$3.58M
|
-$242K
|
-6,081
|
-7%
|
|
|
18
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$3.58M
|
+$1.31M
|
+32,970
|
+67%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$3.38M
|
+$680K
|
+17,124
|
+28%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.09M
|
-$331K
|
-8,325
|
-10%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$2.94M
|
+$286K
|
+7,213
|
+12%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.65M
|
-$252K
|
-6,349
|
-9%
|
|
|
23
|
Northeast Financial Consultants
Westport,
Connecticut
|
$2.49M
|
-$119K
|
-3,000
|
-5%
|
|
|
24
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$2.33M
|
-$122K
|
-3,081
|
-5%
|
|
|
25
|
RVW Wealth
Los Angeles,
California
|
$2M
|
-$596
|
-15
|
-0%
|
|
