|
1
|
Smith Asset Management
Chiefland,
Florida
|
$4.91M
|
+$5.18M
|
+250,613
|
New
|
|
|
2
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$3.97M
|
-$1.95M
|
-94,444
|
-33%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$3.2M
|
-$197K
|
-9,527
|
-6%
|
|
|
4
|
|
$2.83M
|
+$325K
|
+15,726
|
+12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.82M
|
+$135K
|
+6,531
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.67M
|
-$167K
|
-8,078
|
-6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.61M
|
-$226K
|
-10,907
|
-8%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$2.09M
|
+$2.21M
|
+106,754
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2M
|
+$64.5K
|
+3,120
|
+3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.99M
|
+$320K
|
+15,450
|
+18%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.62M
|
-$60.3K
|
-2,914
|
-3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.03M
|
+$391K
|
+18,893
|
+56%
|
|
|
13
|
Kingswood Wealth Advisors
San Diego,
California
|
$942K
|
+$435K
|
+21,020
|
+78%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$860K
|
-$38.4K
|
-1,855
|
-4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$842K
|
-$108K
|
-5,222
|
-11%
|
|
|
16
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$756K
|
+$1.26K
|
+61
|
+0.2%
|
|
|
17
|
Everstar Asset Management
Mooresville,
North Carolina
|
$718K
|
-$68.2K
|
-3,300
|
-8%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$709K
|
-$15.3K
|
-741
|
-2%
|
|
|
19
|
E&G Advisors
Houston,
Texas
|
$646K
|
-$101K
|
-4,900
|
-13%
|
|
|
20
|
Lido Advisors
Los Angeles,
California
|
$447K
|
–
|
–
|
–
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$438K
|
+$40.2K
|
+1,946
|
+10%
|
|
|
22
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$329K
|
+$12K
|
+581
|
+4%
|
|
|
23
|
Diversify Wealth Management
Sandy,
Utah
|
$319K
|
+$334K
|
+16,153
|
New
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$319K
|
+$25.9K
|
+1,250
|
+8%
|
|
|
25
|
Physician Wealth Advisors
Midvale,
Utah
|
$305K
|
–
|
–
|
–
|
|
