|
1
|
Davenport & Co
Richmond,
Virginia
|
$41.4M
|
+$3.46M
|
+52,338
|
+9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$40.3M
|
-$682K
|
-10,327
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$33.8M
|
-$165K
|
-2,500
|
-0.5%
|
|
|
4
|
|
$30.7M
|
-$225K
|
-3,401
|
-0.7%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$25M
|
-$1.03M
|
-15,616
|
-4%
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$22.2M
|
+$524K
|
+7,930
|
+2%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$20.1M
|
-$728K
|
-11,028
|
-4%
|
|
|
8
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$17.1M
|
+$3.67M
|
+55,633
|
+28%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$16.7M
|
-$47.6M
|
-720,772
|
-74%
|
|
|
10
|
IEQ Capital
Foster City,
California
|
$13.6M
|
-$100K
|
-1,515
|
-0.7%
|
|
|
11
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$12.3M
|
+$291K
|
+4,406
|
+2%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$11.6M
|
+$547K
|
+8,289
|
+5%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$10.4M
|
-$156K
|
-2,355
|
-1%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$9.99M
|
+$568K
|
+8,597
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.82M
|
+$3.57M
|
+54,086
|
+69%
|
|
|
16
|
|
$8.08M
|
-$235K
|
-3,554
|
-3%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$6.97M
|
-$1.2M
|
-18,183
|
-15%
|
|
|
18
|
Provident Wealth Management
Brentwood,
Tennessee
|
$6.58M
|
+$249K
|
+3,777
|
+4%
|
|
|
19
|
Equitable Holdings
New York
|
$6.23M
|
+$196K
|
+2,972
|
+3%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$6.12M
|
-$261K
|
-3,959
|
-4%
|
|
|
21
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$5.81M
|
+$5.74M
|
+86,942
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.74M
|
-$19K
|
-288
|
-0.3%
|
|
|
23
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$5.66M
|
+$318K
|
+4,813
|
+6%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.45M
|
+$34.7K
|
+526
|
+0.6%
|
|
|
25
|
Breakwater Capital Group
Paramus,
New Jersey
|
$5.35M
|
-$934K
|
-14,142
|
-15%
|
|
