|
1
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
+$4.14M
|
+150,637
|
+59%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.6M
|
+$4.46M
|
+162,381
|
+82%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.82M
|
+$6.4M
|
+232,684
|
New
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$6.71M
|
+$6.29M
|
+228,836
|
New
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$5.86M
|
+$77.8K
|
+2,828
|
+1%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.74M
|
+$2.25M
|
+81,908
|
+72%
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$4.72M
|
-$1.05M
|
-38,211
|
-19%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.59M
|
-$270K
|
-9,836
|
-10%
|
|
|
9
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.21M
|
-$18.8K
|
-683
|
-0.9%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$791K
|
+$94.4K
|
+3,433
|
+15%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$770K
|
+$618K
|
+22,492
|
+599%
|
|
|
12
|
Walker Asset Management
Verona,
Missouri
|
$719K
|
-$27.5K
|
-1,001
|
-4%
|
|
|
13
|
Yoder Wealth Management
Walnut Creek,
California
|
$644K
|
+$32.7K
|
+1,189
|
+6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$615K
|
+$46.2K
|
+1,679
|
+9%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$543K
|
-$44.1K
|
-1,604
|
-8%
|
|
|
16
|
Atria Wealth Solutions
New York
|
$449K
|
-$91.5K
|
-3,327
|
-18%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$335K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$310K
|
+$54.6K
|
+1,984
|
+23%
|
|
|
19
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$293K
|
+$15.1K
|
+549
|
+6%
|
|
|
20
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$290K
|
–
|
–
|
–
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$236K
|
-$400K
|
-14,539
|
-64%
|
|
|
22
|
Laidlaw Wealth Management
New York City,
New York
|
$227K
|
-$75.7K
|
-2,754
|
-26%
|
|
|
23
|
Principal Securities
Des Moines,
Iowa
|
$202K
|
+$190K
|
+6,898
|
New
|
|
|
24
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$27.1K
|
–
|
–
|
–
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$16.6K
|
+$15.6K
|
+568
|
New
|
|
