|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.73M
|
+$8.02M
|
+653,178
|
New
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.29M
|
+$6.53M
|
+531,442
|
New
|
|
|
3
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.56M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$587K
|
+$430K
|
+35,031
|
+241%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$509K
|
+$28.6K
|
+2,331
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$327K
|
+$340K
|
+27,652
|
New
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$311K
|
+$323K
|
+26,263
|
New
|
|
|
8
|
Proficio Capital Partners
Newton,
Massachusetts
|
$241K
|
+$36.8K
|
+3,000
|
+17%
|
|
|
9
|
Perigon Wealth Management
San Francisco,
California
|
$220K
|
+$12.6K
|
+1,023
|
+6%
|
|
|
10
|
IFP Advisors
Tampa,
Florida
|
$173K
|
+$165K
|
+13,400
|
New
|
|
|
11
|
|
$131K
|
+$136K
|
+11,044
|
New
|
|
|
12
|
Equitable Holdings
New York
|
$118K
|
+$123K
|
+10,000
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$105K
|
+$108K
|
+8,767
|
+7,558%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$10.1K
|
-$2.87K
|
-234
|
-22%
|
|
|
15
|
Bison Wealth
Atlanta,
Georgia
|
–
|
-$302K
|
-26,778
|
Closed
|
|
