|
1
|
UBS Group
Zurich,
Switzerland
|
$64.7M
|
+$6.18M
|
+119,471
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$41.2M
|
-$2M
|
-38,631
|
-5%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$30.8M
|
-$1.35M
|
-26,168
|
-5%
|
|
|
4
|
|
$27.4M
|
+$22.6K
|
+438
|
+0.1%
|
|
|
5
|
Davenport & Co
Richmond,
Virginia
|
$24.5M
|
+$2.09M
|
+40,393
|
+10%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.8M
|
-$1.06M
|
-20,426
|
-5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$23.3M
|
+$14.9M
|
+289,150
|
+248%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$20.8M
|
+$18.7M
|
+362,496
|
New
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$15.4M
|
+$758K
|
+14,662
|
+6%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$11.3M
|
-$306K
|
-5,915
|
-3%
|
|
|
11
|
IEQ Capital
Foster City,
California
|
$11.1M
|
+$164K
|
+3,165
|
+2%
|
|
|
12
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9.03M
|
-$1.07M
|
-20,708
|
-12%
|
|
|
13
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$8.81M
|
+$294K
|
+5,691
|
+4%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$8.5M
|
+$752K
|
+14,543
|
+11%
|
|
|
15
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$8.31M
|
+$400K
|
+7,737
|
+6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.26M
|
-$392K
|
-7,579
|
-5%
|
|
|
17
|
|
$7.93M
|
+$6.81M
|
+131,693
|
+2,045%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$7.23M
|
+$316K
|
+6,111
|
+5%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$7.15M
|
-$43.3K
|
-838
|
-0.7%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.87M
|
-$740K
|
-14,322
|
-11%
|
|
|
21
|
Equitable Holdings
New York
|
$5.32M
|
+$860K
|
+16,648
|
+22%
|
|
|
22
|
Lauer Wealth
Valparaiso,
Indiana
|
$5.16M
|
+$50K
|
+967
|
+1%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$4.58M
|
-$413K
|
-7,981
|
-9%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.52M
|
-$77.2K
|
-1,494
|
-2%
|
|
|
25
|
Theory Financial
Fort Collins,
Colorado
|
$4.12M
|
+$87.6K
|
+1,694
|
+2%
|
|
