|
1
|
Bank of America
Charlotte,
North Carolina
|
$51.3M
|
+$635K
|
+11,550
|
+1%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$43.5M
|
-$1.06M
|
-19,202
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$39M
|
+$3.51M
|
+63,880
|
+10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$37.5M
|
+$28.9M
|
+525,423
|
+371%
|
|
|
5
|
|
$36.4M
|
-$104K
|
-1,892
|
-0.3%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29M
|
+$3.07M
|
+55,822
|
+12%
|
|
|
7
|
3D/L Capital Management
Hartford,
Connecticut
|
$26.6M
|
-$918K
|
-16,703
|
-3%
|
|
|
8
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$20M
|
+$1.19M
|
+21,607
|
+6%
|
|
|
9
|
Davenport & Co
Richmond,
Virginia
|
$14.7M
|
+$1.43M
|
+26,099
|
+11%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.4M
|
-$277K
|
-5,039
|
-2%
|
|
|
11
|
IEQ Capital
Foster City,
California
|
$10.7M
|
–
|
–
|
–
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.1M
|
+$80.9K
|
+1,471
|
+0.8%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$9.35M
|
-$71.2K
|
-1,295
|
-0.8%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.53M
|
-$160K
|
-2,905
|
-2%
|
|
|
15
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$8.47M
|
+$86.9K
|
+1,580
|
+1%
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$6.77M
|
+$770K
|
+14,003
|
+13%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$6.47M
|
-$1.46M
|
-26,625
|
-19%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.39M
|
+$62.6K
|
+1,139
|
+1%
|
|
|
19
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$5.92M
|
+$236K
|
+4,297
|
+4%
|
|
|
20
|
ACG Wealth
Atlanta,
Georgia
|
$4.99M
|
-$48.4K
|
-881
|
-1%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$4.72M
|
+$4.46M
|
+81,161
|
+2,902%
|
|
|
22
|
PSI Advisors
Tampa,
Florida
|
$4.6M
|
+$14K
|
+255
|
+0.3%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$4.49M
|
-$1.42M
|
-25,771
|
-24%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.34M
|
+$3.51M
|
+63,876
|
+480%
|
|
|
25
|
Theory Financial
Fort Collins,
Colorado
|
$3.84M
|
+$3.75M
|
+68,214
|
New
|
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