|
1
|
UBS Group
Zurich,
Switzerland
|
$51.1M
|
+$14M
|
+262,029
|
+35%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$38.4M
|
-$4.75M
|
-89,241
|
-11%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$28.6M
|
-$3.43M
|
-64,478
|
-10%
|
|
|
4
|
|
$24.2M
|
-$392K
|
-7,359
|
-2%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22M
|
+$713K
|
+13,394
|
+3%
|
|
|
6
|
Davenport & Co
Richmond,
Virginia
|
$19.6M
|
+$1.6M
|
+30,055
|
+8%
|
|
|
7
|
3D/L Capital Management
Hartford,
Connecticut
|
$18.7M
|
-$1.85M
|
-34,703
|
-9%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.8M
|
+$1.85M
|
+34,687
|
+16%
|
|
|
9
|
Win Advisors
Palm Beach Gardens,
Florida
|
$11.6M
|
+$12.1M
|
+227,807
|
New
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$10.3M
|
+$165K
|
+3,098
|
+2%
|
|
|
11
|
IEQ Capital
Foster City,
California
|
$9.64M
|
–
|
–
|
–
|
|
|
12
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9.03M
|
-$363K
|
-6,810
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.68M
|
-$1.98M
|
-37,248
|
-20%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$7.5M
|
-$20.6K
|
-386
|
-0.3%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.19M
|
-$448K
|
-8,423
|
-6%
|
|
|
16
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$6.95M
|
+$451K
|
+8,463
|
+7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.8M
|
-$1.04M
|
-19,573
|
-13%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$6.77M
|
+$393K
|
+7,374
|
+6%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$6.37M
|
+$33K
|
+620
|
+0.5%
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
$6.1M
|
+$3.35M
|
+62,838
|
+110%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$6.08M
|
+$251K
|
+4,711
|
+4%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$5.92M
|
+$78K
|
+1,465
|
+1%
|
|
|
23
|
Lauer Wealth
Valparaiso,
Indiana
|
$4.47M
|
+$144K
|
+2,701
|
+3%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$4.45M
|
+$1.93M
|
+36,188
|
+70%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.23M
|
+$4.1M
|
+76,945
|
+1,191%
|
|
