|
1
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$32.2M
|
-$12.4M
|
-183,428
|
-27%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.4M
|
+$2.98M
|
+44,106
|
+25%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.4M
|
+$21.3K
|
+315
|
+0.2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.6M
|
+$1.18M
|
+17,512
|
+14%
|
|
|
5
|
Legacy Financial Advisors
Covington,
Kentucky
|
$8.67M
|
+$349K
|
+5,167
|
+4%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.55M
|
+$359K
|
+5,328
|
+6%
|
|
|
7
|
GHP Investment Advisors
Denver,
Colorado
|
$5.19M
|
-$117K
|
-1,737
|
-2%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.05M
|
+$113K
|
+1,682
|
+2%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$3.95M
|
-$2.4M
|
-35,634
|
-37%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$3.9M
|
-$1.42M
|
-21,054
|
-26%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.8M
|
+$990K
|
+14,677
|
+34%
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$3.53M
|
+$2.45M
|
+36,246
|
+204%
|
|
|
13
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$2.73M
|
+$206K
|
+3,050
|
+8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.18M
|
+$276K
|
+4,090
|
+14%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$2.16M
|
–
|
–
|
–
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.14M
|
–
|
–
|
–
|
|
|
17
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.03M
|
+$14.6K
|
+217
|
+0.7%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.02M
|
-$11.2K
|
-166
|
-0.5%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$1.6M
|
-$324K
|
-4,798
|
-16%
|
|
|
20
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.53M
|
+$260K
|
+3,850
|
+15%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$1.47M
|
+$299K
|
+4,430
|
+24%
|
|
|
22
|
New Capital Management
Houston,
Texas
|
$1.46M
|
+$1.51M
|
+22,441
|
New
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.45M
|
+$28.5K
|
+422
|
+2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.27M
|
+$80.8K
|
+1,198
|
+7%
|
|
|
25
|
|
$1.07M
|
-$5.79M
|
-85,745
|
-84%
|
|
