|
1
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$45.6M
|
+$45.9M
|
+676,632
|
New
|
|
|
2
|
Gratus Capital
Atlanta,
Georgia
|
$44.4M
|
+$14.9M
|
+220,155
|
+50%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.9M
|
+$1.49M
|
+21,963
|
+14%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.7M
|
-$2.1M
|
-31,002
|
-16%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.74M
|
-$345K
|
-5,084
|
-4%
|
|
|
6
|
Legacy Financial Advisors
Covington,
Kentucky
|
$8.6M
|
+$804K
|
+11,845
|
+10%
|
|
|
7
|
|
$6.88M
|
+$1.45M
|
+21,368
|
+26%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$6.48M
|
+$472K
|
+6,958
|
+8%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.41M
|
+$698K
|
+10,291
|
+12%
|
|
|
10
|
GHP Investment Advisors
Denver,
Colorado
|
$5.48M
|
+$20.3K
|
+299
|
+0.4%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$5.44M
|
+$5.48M
|
+80,722
|
New
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.1M
|
+$402K
|
+5,927
|
+9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.94M
|
+$281K
|
+4,134
|
+10%
|
|
|
14
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$2.62M
|
+$2.63M
|
+38,822
|
New
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$2.23M
|
+$2.25M
|
+33,118
|
New
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.21M
|
+$1.02M
|
+15,058
|
+85%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.1M
|
+$69.5K
|
+1,025
|
+3%
|
|
|
18
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.98M
|
-$12.1K
|
-179
|
-0.6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.97M
|
+$220K
|
+3,245
|
+12%
|
|
|
20
|
Cetera Advisors
Denver,
Colorado
|
$1.97M
|
+$93.4K
|
+1,376
|
+5%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.47M
|
+$223K
|
+3,288
|
+18%
|
|
|
22
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.42M
|
-$220K
|
-3,240
|
-11%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
-$60.9K
|
-898
|
-5%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$1.22M
|
+$506K
|
+7,461
|
+70%
|
|
|
25
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.2M
|
+$1.21M
|
+17,781
|
New
|
|
