|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.75M
|
+$5.81M
|
+207,556
|
+452%
|
|
|
2
|
RFG Advisory
Birmingham,
Alabama
|
$5.3M
|
+$58.5K
|
+2,088
|
+1%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.28M
|
+$171K
|
+6,094
|
+3%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$5.25M
|
+$91.6K
|
+3,270
|
+2%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.03M
|
-$8.32K
|
-297
|
-0.3%
|
|
|
6
|
CM Wealth Advisors
Beachwood,
Ohio
|
$2.94M
|
+$570K
|
+20,342
|
New
|
|
|
7
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.61M
|
–
|
–
|
–
|
|
|
8
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.02M
|
+$24.4K
|
+873
|
+1%
|
|
|
9
|
|
$696K
|
-$143K
|
-5,107
|
-16%
|
|
|
10
|
Walker Asset Management
Verona,
Missouri
|
$680K
|
-$10.1K
|
-360
|
-1%
|
|
|
11
|
Legacy Private Trust
Neenah,
Wisconsin
|
$627K
|
+$659K
|
+23,533
|
New
|
|
|
12
|
Flow Traders U.S.
New York
|
$621K
|
+$653K
|
+23,308
|
New
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$601K
|
+$252K
|
+9,018
|
+67%
|
|
|
14
|
Yoder Wealth Management
Walnut Creek,
California
|
$553K
|
+$71.5K
|
+2,554
|
+14%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$536K
|
-$164K
|
-5,842
|
-23%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$514K
|
+$129K
|
+4,622
|
+32%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$497K
|
+$522K
|
+18,646
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$305K
|
+$320K
|
+11,438
|
New
|
|
|
19
|
Laidlaw Wealth Management
New York City,
New York
|
$280K
|
-$82.8K
|
-2,957
|
-22%
|
|
|
20
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$263K
|
–
|
–
|
–
|
|
|
21
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$253K
|
+$266K
|
+9,501
|
New
|
|
|
22
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$251K
|
+$616
|
+22
|
+0.2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$228K
|
-$1.71M
|
-60,988
|
-88%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$100K
|
-$563K
|
-20,094
|
-84%
|
|
|
25
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$26.4K
|
–
|
–
|
–
|
|
