|
1
|
Oxbow Advisors
Austin,
Texas
|
$157M
|
+$157M
|
+2,079,988
|
New
|
|
|
2
|
Evanson Asset Management
Carmel,
California
|
$103M
|
+$23.4M
|
+309,999
|
+29%
|
|
|
3
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$96.8M
|
+$1.53M
|
+20,203
|
+2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57.8M
|
+$16.6M
|
+219,569
|
+40%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$57.5M
|
+$56.9M
|
+754,438
|
+11,702%
|
|
|
6
|
Bridgewealth Advisory Group
Fresno,
California
|
$54.4M
|
+$7.06M
|
+93,555
|
+15%
|
|
|
7
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$45.8M
|
–
|
–
|
–
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$39.7M
|
+$31.4M
|
+416,189
|
+382%
|
|
|
9
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$38.8M
|
+$13.2M
|
+174,249
|
+51%
|
|
|
10
|
Greenhaven Associates
Purchase,
New York
|
$37.8M
|
+$37.7M
|
+500,000
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$36.4M
|
+$524K
|
+6,941
|
+1%
|
|
|
12
|
Cypress Capital
Franklin,
Tennessee
|
$32.4M
|
+$9.6M
|
+127,223
|
+42%
|
|
|
13
|
Garde Capital
Seattle,
Washington
|
$29.5M
|
+$6.7M
|
+88,715
|
+29%
|
|
|
14
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$29.4M
|
+$28.9M
|
+382,387
|
+6,332%
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
$29.2M
|
+$29.2M
|
+386,776
|
New
|
|
|
16
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$26.4M
|
+$5.82M
|
+77,079
|
+28%
|
|
|
17
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$24.6M
|
-$1.04M
|
-13,766
|
-4%
|
|
|
18
|
Focused Wealth Management
Newburgh,
New York
|
$23.3M
|
+$23.3M
|
+308,620
|
New
|
|
|
19
|
HSBC Holdings
London,
United Kingdom
|
$18.2M
|
+$6.39M
|
+84,700
|
+54%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$17.8M
|
+$18.2M
|
+240,912
|
+4,792%
|
|
|
21
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$16.6M
|
+$11.4M
|
+150,913
|
+222%
|
|
|
22
|
Greenline Partners
New York
|
$16M
|
+$13M
|
+172,635
|
+446%
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$15.7M
|
+$5.22M
|
+69,125
|
+50%
|
|
|
24
|
Delta Investment Management
San Francisco,
California
|
$15.7M
|
+$15.6M
|
+207,219
|
New
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$15M
|
-$6.1M
|
-80,872
|
-29%
|
|
