|
1
|
Bank of America
Charlotte,
North Carolina
|
$46.8M
|
+$19.6M
|
+372,760
|
+71%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$41.2M
|
-$8.42M
|
-159,945
|
-17%
|
|
|
3
|
|
$33.7M
|
+$446K
|
+8,482
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$32.7M
|
+$544K
|
+10,335
|
+2%
|
|
|
5
|
3D/L Capital Management
Hartford,
Connecticut
|
$25.5M
|
+$60.9K
|
+1,157
|
+0.2%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.9M
|
+$1.55M
|
+29,483
|
+7%
|
|
|
7
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$17.3M
|
+$3.28M
|
+62,357
|
+23%
|
|
|
8
|
Davenport & Co
Richmond,
Virginia
|
$12.2M
|
+$1.02M
|
+19,393
|
+9%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
-$6.82M
|
-129,533
|
-36%
|
|
|
10
|
IEQ Capital
Foster City,
California
|
$9.88M
|
–
|
–
|
–
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.25M
|
+$277K
|
+5,266
|
+3%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$8.7M
|
-$842
|
-16
|
-0%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.03M
|
+$758K
|
+14,406
|
+10%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$7.75M
|
+$293K
|
+5,562
|
+4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$7.37M
|
+$261K
|
+4,961
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$7.37M
|
+$564K
|
+10,721
|
+8%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.84M
|
+$1.9M
|
+36,051
|
+47%
|
|
|
18
|
Cetera Advisors
Denver,
Colorado
|
$5.53M
|
+$5.17M
|
+98,275
|
+1,234%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$5.49M
|
+$1.56M
|
+29,700
|
+39%
|
|
|
20
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$5.25M
|
+$401K
|
+7,627
|
+8%
|
|
|
21
|
ACG Wealth
Atlanta,
Georgia
|
$4.66M
|
-$124K
|
-2,355
|
-3%
|
|
|
22
|
PSI Advisors
Tampa,
Florida
|
$4.24M
|
+$145K
|
+2,761
|
+4%
|
|
|
23
|
GHP Investment Advisors
Denver,
Colorado
|
$3.36M
|
-$78.3K
|
-1,488
|
-2%
|
|
|
24
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$2.84M
|
+$242K
|
+4,599
|
+9%
|
|
|
25
|
Northeast Financial Consultants
Westport,
Connecticut
|
$2.78M
|
-$198K
|
-3,770
|
-7%
|
|
