|
1
|
Truist Financial
Charlotte,
North Carolina
|
$58.8M
|
-$5.45M
|
-113,566
|
-9%
|
|
|
2
|
|
$31.9M
|
+$597K
|
+12,445
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$29.9M
|
+$5.92M
|
+123,481
|
+27%
|
|
|
4
|
3D/L Capital Management
Hartford,
Connecticut
|
$27M
|
+$25.4M
|
+530,397
|
+92,243%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.3M
|
-$3.17M
|
-66,157
|
-12%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$25.1M
|
+$2.95M
|
+61,428
|
+14%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20M
|
-$49.4K
|
-1,030
|
-0.3%
|
|
|
8
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$11.5M
|
+$6.87M
|
+143,104
|
+174%
|
|
|
9
|
Davenport & Co
Richmond,
Virginia
|
$9.39M
|
+$758K
|
+15,795
|
+9%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$8.53M
|
+$8.03M
|
+167,392
|
New
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.51M
|
-$77.6K
|
-1,618
|
-1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$7.48M
|
+$19K
|
+396
|
+0.3%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.19M
|
-$195K
|
-4,055
|
-3%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$7.11M
|
-$478K
|
-9,956
|
-7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.16M
|
-$326K
|
-6,785
|
-5%
|
|
|
16
|
ACG Wealth
Atlanta,
Georgia
|
$5.48M
|
-$216K
|
-4,510
|
-4%
|
|
|
17
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$4.67M
|
+$29.8K
|
+622
|
+0.7%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$4.14M
|
+$172K
|
+3,581
|
+5%
|
|
|
19
|
PSI Advisors
Tampa,
Florida
|
$4.1M
|
-$91.5K
|
-1,906
|
-2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.74M
|
+$114K
|
+2,379
|
+3%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$3.44M
|
-$2.5K
|
-52
|
-0.1%
|
|
|
22
|
Northeast Financial Consultants
Westport,
Connecticut
|
$2.92M
|
–
|
–
|
–
|
|
|
23
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$2.56M
|
-$156K
|
-3,242
|
-6%
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.1M
|
+$134K
|
+2,794
|
+7%
|
|
|
25
|
RVW Wealth
Los Angeles,
California
|
$2M
|
-$1.03M
|
-21,420
|
-40%
|
|
