|
1
|
Davenport & Co
Richmond,
Virginia
|
$48.6M
|
+$7.14M
|
+103,243
|
+17%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$39M
|
-$1.63M
|
-23,506
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$33.3M
|
-$774K
|
-11,196
|
-2%
|
|
|
4
|
|
$30.9M
|
+$43.4K
|
+628
|
+0.1%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$29.5M
|
+$4.42M
|
+63,990
|
+17%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$28.8M
|
+$12.4M
|
+179,673
|
+72%
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$21.7M
|
-$679K
|
-9,819
|
-3%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$19.8M
|
-$517K
|
-7,471
|
-2%
|
|
|
9
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$17.6M
|
+$473K
|
+6,843
|
+3%
|
|
|
10
|
IEQ Capital
Foster City,
California
|
$13.7M
|
–
|
–
|
–
|
|
|
11
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$12.9M
|
+$503K
|
+7,268
|
+4%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$11.8M
|
+$96.2K
|
+1,391
|
+0.8%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
+$1.4M
|
+20,205
|
+15%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$9.45M
|
-$1.07M
|
-15,435
|
-10%
|
|
|
15
|
|
$7.86M
|
-$62K
|
-897
|
-0.7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$7.74M
|
+$1.62M
|
+23,451
|
+26%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$7.21M
|
-$2.92M
|
-42,271
|
-28%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$7.02M
|
+$9.06K
|
+131
|
+0.1%
|
|
|
19
|
Provident Wealth Management
Brentwood,
Tennessee
|
$6.69M
|
+$79K
|
+1,142
|
+1%
|
|
|
20
|
Theory Financial
Fort Collins,
Colorado
|
$6.02M
|
+$1.31M
|
+18,934
|
+27%
|
|
|
21
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$5.84M
|
-$4.56K
|
-66
|
-0.1%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.67M
|
-$109K
|
-1,576
|
-2%
|
|
|
23
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$5.42M
|
-$289K
|
-4,185
|
-5%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.39M
|
-$92.2K
|
-1,333
|
-2%
|
|
|
25
|
Breakwater Capital Group
Paramus,
New Jersey
|
$5.36M
|
-$21.4K
|
-310
|
-0.4%
|
|
