|
1
|
Bank of America
Charlotte,
North Carolina
|
$53.3M
|
-$3.66M
|
-70,926
|
-6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$34.9M
|
+$523K
|
+10,132
|
+1%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$32.4M
|
-$889K
|
-17,227
|
-3%
|
|
|
4
|
|
$27.6M
|
+$4.13M
|
+80,078
|
+17%
|
|
|
5
|
3D/L Capital Management
Hartford,
Connecticut
|
$22.1M
|
-$767K
|
-14,874
|
-3%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.1M
|
-$17.6M
|
-340,963
|
-43%
|
|
|
7
|
Davenport & Co
Richmond,
Virginia
|
$18.7M
|
+$1.26M
|
+24,336
|
+7%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.5M
|
+$597K
|
+11,564
|
+6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
-$504K
|
-9,770
|
-5%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$9.96M
|
+$41.9K
|
+813
|
+0.4%
|
|
|
11
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9.66M
|
-$613K
|
-11,872
|
-6%
|
|
|
12
|
IEQ Capital
Foster City,
California
|
$9.45M
|
–
|
–
|
–
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.28M
|
-$426K
|
-8,251
|
-5%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$7.37M
|
-$364K
|
-7,063
|
-5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$6.79M
|
-$263K
|
-5,101
|
-4%
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$6.1M
|
-$50.6K
|
-981
|
-0.8%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.03M
|
-$2.3M
|
-44,545
|
-27%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$6.02M
|
+$865K
|
+16,756
|
+16%
|
|
|
19
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$5.52M
|
-$80.1K
|
-1,553
|
-1%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$5.11M
|
+$4.8M
|
+93,086
|
+973%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$4.74M
|
-$534K
|
-10,346
|
-10%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.66M
|
+$2.64M
|
+51,230
|
+121%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$4.22M
|
-$256K
|
-4,970
|
-6%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.22M
|
-$3.89M
|
-75,299
|
-47%
|
|
|
25
|
Lauer Wealth
Valparaiso,
Indiana
|
$4.14M
|
+$4.33M
|
+83,829
|
New
|
|
