|
1
|
Gratus Capital
Atlanta,
Georgia
|
$28.4M
|
+$8.39M
|
+130,338
|
+42%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.3M
|
+$4.33M
|
+67,251
|
+55%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$10M
|
+$3.83M
|
+59,458
|
+63%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.74M
|
+$463K
|
+7,190
|
+6%
|
|
|
5
|
Legacy Financial Advisors
Covington,
Kentucky
|
$7.51M
|
+$276K
|
+4,283
|
+4%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$5.79M
|
+$440K
|
+6,838
|
+8%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.5M
|
-$20.1K
|
-312
|
-0.4%
|
|
|
8
|
GHP Investment Advisors
Denver,
Colorado
|
$5.25M
|
-$209K
|
-3,250
|
-4%
|
|
|
9
|
|
$5.24M
|
+$3.31M
|
+51,383
|
+175%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.52M
|
+$4.49M
|
+69,712
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.56M
|
+$782K
|
+12,145
|
+45%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$2.11M
|
+$2.09M
|
+32,470
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.95M
|
+$84.5K
|
+1,313
|
+5%
|
|
|
14
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.92M
|
-$82.4K
|
-1,280
|
-4%
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$1.81M
|
+$61.7K
|
+959
|
+4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.69M
|
+$662K
|
+10,280
|
+65%
|
|
|
17
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.51M
|
-$79.8K
|
-1,240
|
-4%
|
|
|
18
|
New Capital Management
Houston,
Texas
|
$1.46M
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.24M
|
+$12K
|
+187
|
+1%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.21M
|
+$43.6K
|
+678
|
+4%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.15M
|
-$969K
|
-15,058
|
-46%
|
|
|
22
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$938K
|
-$21K
|
-326
|
-2%
|
|
|
23
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$774K
|
+$386
|
+6
|
+0.1%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$693K
|
+$688K
|
+10,690
|
New
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
$679K
|
+$674K
|
+10,470
|
New
|
|
