|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.88M
|
–
|
–
|
–
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.36M
|
-$50.6K
|
-4,240
|
-0.8%
|
|
|
3
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.65M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.53M
|
+$3.89M
|
+325,729
|
+657%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.6M
|
+$1.58M
|
+132,252
|
New
|
|
|
6
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.13M
|
+$1.11M
|
+93,207
|
New
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$992K
|
+$981K
|
+82,168
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$513K
|
+$177K
|
+14,833
|
+54%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$505K
|
–
|
–
|
–
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$496K
|
+$177K
|
+14,833
|
+56%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$335K
|
+$332K
|
+27,832
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$263K
|
+$154K
|
+12,931
|
+146%
|
|
|
13
|
Proficio Capital Partners
Newton,
Massachusetts
|
$230K
|
-$15.5K
|
-1,296
|
-6%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$224K
|
–
|
–
|
–
|
|
|
15
|
Equitable Holdings
New York
|
$120K
|
–
|
–
|
–
|
|
|
16
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$17.5K
|
+$17.3K
|
+1,453
|
New
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.69K
|
+$8.59K
|
+720
|
New
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$6.34K
|
-$154K
|
-12,902
|
-96%
|
|
|
19
|
|
–
|
-$131K
|
-11,044
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$10.1K
|
-849
|
Closed
|
|
