|
1
|
Bank of America
Charlotte,
North Carolina
|
$49.6M
|
-$224K
|
-4,136
|
-0.5%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$41.3M
|
-$979K
|
-18,041
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$38.2M
|
+$330K
|
+6,091
|
+0.9%
|
|
|
4
|
|
$36.5M
|
+$1.16M
|
+21,311
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$35.2M
|
-$1.23M
|
-22,741
|
-3%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32M
|
+$3.75M
|
+69,175
|
+13%
|
|
|
7
|
3D/L Capital Management
Hartford,
Connecticut
|
$25.2M
|
-$642K
|
-11,833
|
-2%
|
|
|
8
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$17.3M
|
-$2.11M
|
-38,951
|
-11%
|
|
|
9
|
Davenport & Co
Richmond,
Virginia
|
$15.8M
|
+$1.57M
|
+28,967
|
+11%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
-$278K
|
-5,115
|
-2%
|
|
|
11
|
IEQ Capital
Foster City,
California
|
$10.4M
|
–
|
–
|
–
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$9.31M
|
+$218K
|
+4,021
|
+2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.09M
|
-$707K
|
-13,032
|
-7%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.4M
|
+$119K
|
+2,185
|
+1%
|
|
|
15
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$8.34M
|
+$105K
|
+1,940
|
+1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.98M
|
+$874K
|
+16,117
|
+14%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$6.73M
|
+$436K
|
+8,032
|
+7%
|
|
|
18
|
Cetera Advisors
Denver,
Colorado
|
$5.97M
|
-$601K
|
-11,076
|
-9%
|
|
|
19
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$5.84M
|
+$84.5K
|
+1,558
|
+1%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$5M
|
+$630K
|
+11,604
|
+15%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$4.94M
|
+$347K
|
+6,389
|
+8%
|
|
|
22
|
ACG Wealth
Atlanta,
Georgia
|
$4.53M
|
-$317K
|
-5,852
|
-7%
|
|
|
23
|
PSI Advisors
Tampa,
Florida
|
$4.47M
|
+$705
|
+13
|
+0%
|
|
|
24
|
Theory Financial
Fort Collins,
Colorado
|
$3.63M
|
-$101K
|
-1,859
|
-3%
|
|
|
25
|
GHP Investment Advisors
Denver,
Colorado
|
$3.46M
|
-$11.1K
|
-204
|
-0.3%
|
|
