|
1
|
Davenport & Co
Richmond,
Virginia
|
$2.84M
|
+$53.6K
|
+3,679
|
+2%
|
|
|
2
|
|
$2.62M
|
+$267K
|
+18,359
|
+11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.51M
|
-$188K
|
-12,938
|
-11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.46M
|
+$197K
|
+13,515
|
+15%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$1.04M
|
+$44K
|
+3,025
|
+4%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$905K
|
-$24.9K
|
-1,711
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$764K
|
+$56.2K
|
+3,861
|
+8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$744K
|
+$336K
|
+23,110
|
+79%
|
|
|
9
|
Realta Investment Advisors
Wilmington,
Delaware
|
$739K
|
–
|
–
|
–
|
|
|
10
|
Chemistry Wealth Management
New York
|
$633K
|
+$648K
|
+44,540
|
New
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$486K
|
-$7.73K
|
-531
|
-2%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$432K
|
+$859
|
+59
|
+0.2%
|
|
|
13
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$364K
|
-$14.6K
|
-1,000
|
-4%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$350K
|
–
|
–
|
–
|
|
|
15
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$350K
|
+$1.46K
|
+100
|
+0.4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$333K
|
+$26.2K
|
+1,803
|
+8%
|
|
|
17
|
XML Financial
Bethesda,
Maryland
|
$330K
|
-$29.1K
|
-2,000
|
-8%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$292K
|
–
|
–
|
–
|
|
|
19
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$273K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$262K
|
-$1.83K
|
-126
|
-0.7%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$231K
|
+$237K
|
+16,262
|
New
|
|
|
22
|
Sandy Spring Bank
Olney,
Maryland
|
$228K
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$218K
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$218K
|
+$223K
|
+15,305
|
New
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$168K
|
–
|
–
|
–
|
|
