|
1
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$50.2M
|
+$16.5M
|
+247,253
|
+50%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.9M
|
+$985K
|
+14,737
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.3M
|
+$5.26M
|
+78,636
|
+53%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.8M
|
-$5.35K
|
-80
|
-0.1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.28M
|
+$464K
|
+6,947
|
+7%
|
|
|
6
|
GHP Investment Advisors
Denver,
Colorado
|
$5.41M
|
+$20.2K
|
+302
|
+0.4%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.26M
|
+$17.7K
|
+265
|
+0.3%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$4.97M
|
+$916K
|
+13,697
|
+23%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.96M
|
+$9.83K
|
+147
|
+0.3%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$3.76M
|
-$338K
|
-5,051
|
-8%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$3.65M
|
-$17.6K
|
-263
|
-0.5%
|
|
|
12
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$2.93M
|
+$91.2K
|
+1,365
|
+3%
|
|
|
13
|
Legacy Financial Advisors
Covington,
Kentucky
|
$2.71M
|
-$6.21M
|
-92,871
|
-70%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.59M
|
+$320K
|
+4,794
|
+14%
|
|
|
15
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.48M
|
+$522K
|
+7,805
|
+26%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$2.27M
|
+$1.8M
|
+26,982
|
+416%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$2.25M
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.08M
|
-$18.7K
|
-280
|
-0.9%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.87M
|
-$342K
|
-5,112
|
-16%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$1.71M
|
+$181K
|
+2,702
|
+12%
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$1.65M
|
+$1.51M
|
+22,558
|
+1,290%
|
|
|
22
|
Cetera Advisors
Denver,
Colorado
|
$1.64M
|
-$23.9K
|
-357
|
-1%
|
|
|
23
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.6M
|
+$18K
|
+270
|
+0.9%
|
|
|
24
|
New Capital Management
Houston,
Texas
|
$1.52M
|
–
|
–
|
–
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.5M
|
+$6.42K
|
+96
|
+0.4%
|
|
