|
1
|
Gratus Capital
Atlanta,
Georgia
|
$13.4M
|
+$13.5M
|
+246,216
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.83M
|
-$29.7K
|
-540
|
-0.4%
|
|
|
3
|
Legacy Financial Advisors
Covington,
Kentucky
|
$5.6M
|
-$40.3K
|
-733
|
-0.7%
|
|
|
4
|
GHP Investment Advisors
Denver,
Colorado
|
$4.62M
|
-$1.26M
|
-22,825
|
-21%
|
|
|
5
|
Nuveen
Charlotte,
North Carolina
|
$4.59M
|
–
|
–
|
–
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$4.26M
|
+$1.4M
|
+25,463
|
+48%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.91M
|
+$687K
|
+12,501
|
+21%
|
|
|
8
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.75M
|
+$227K
|
+4,123
|
+15%
|
|
|
9
|
|
$1.65M
|
+$509K
|
+9,254
|
+44%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.56M
|
+$604K
|
+10,986
|
+62%
|
|
|
11
|
Cetera Advisors
Denver,
Colorado
|
$1.47M
|
+$233K
|
+4,236
|
+19%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.44M
|
+$390K
|
+7,091
|
+37%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.42M
|
+$78.9K
|
+1,434
|
+6%
|
|
|
14
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.25M
|
-$50.6K
|
-920
|
-3%
|
|
|
15
|
Franklin Resources
San Mateo,
California
|
$1.05M
|
+$1.06M
|
+19,306
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1M
|
+$72K
|
+1,309
|
+8%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$964K
|
+$3.46K
|
+63
|
+0.4%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$802K
|
+$808K
|
+14,689
|
New
|
|
|
19
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$796K
|
+$15.7K
|
+286
|
+2%
|
|
|
20
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$634K
|
+$39.9K
|
+726
|
+7%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$547K
|
+$193K
|
+3,516
|
+54%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$488K
|
-$79.5K
|
-1,446
|
-14%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$333K
|
-$56.4K
|
-1,025
|
-14%
|
|
|
24
|
Strategy Asset Managers
Pasadena,
California
|
$235K
|
+$236K
|
+4,298
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$232K
|
+$233K
|
+4,245
|
New
|
|
