|
1
|
Evanson Asset Management
Carmel,
California
|
$144M
|
+$40.9M
|
+542,391
|
+40%
|
|
|
2
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$136M
|
+$107M
|
+1,411,985
|
+364%
|
|
|
3
|
Oxbow Advisors
Austin,
Texas
|
$131M
|
-$25.8M
|
-342,176
|
-16%
|
|
|
4
|
SCS Capital Management
Boston,
Massachusetts
|
$103M
|
+$102M
|
+1,354,320
|
+8,269%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$69.2M
|
+$11.8M
|
+156,277
|
+21%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58.6M
|
+$973K
|
+12,891
|
+2%
|
|
|
7
|
Greenhaven Associates
Purchase,
New York
|
$58.3M
|
+$20.6M
|
+272,725
|
+55%
|
|
|
8
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$50.1M
|
-$46.5M
|
-616,091
|
-48%
|
|
|
9
|
Bridgewealth Advisory Group
Fresno,
California
|
$47.7M
|
-$6.5M
|
-86,118
|
-12%
|
|
|
10
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$46M
|
+$318K
|
+4,219
|
+0.7%
|
|
|
11
|
|
$42.5M
|
+$29.7M
|
+393,588
|
+232%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$42M
|
+$5.7M
|
+75,490
|
+16%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$36.5M
|
-$3.09M
|
-40,886
|
-8%
|
|
|
14
|
Cypress Capital
Franklin,
Tennessee
|
$33.2M
|
+$931K
|
+12,333
|
+3%
|
|
|
15
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$32.3M
|
+$16.6M
|
+220,462
|
+106%
|
|
|
16
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$30.9M
|
+$4.54M
|
+60,118
|
+17%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$24.2M
|
+$14.7M
|
+194,972
|
+156%
|
|
|
18
|
Delta Investment Management
San Francisco,
California
|
$23.6M
|
+$7.95M
|
+105,308
|
+51%
|
|
|
19
|
Altiora Financial Group
Lebanon,
Ohio
|
$23.2M
|
+$23.3M
|
+308,137
|
New
|
|
|
20
|
Fortitude Family Office
Scottsdale,
Arizona
|
$21.3M
|
+$21.3M
|
+282,467
|
+72,058%
|
|
|
21
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$20M
|
-$18.8M
|
-248,700
|
-48%
|
|
|
22
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$19.3M
|
+$5.63M
|
+74,530
|
+41%
|
|
|
23
|
HSBC Holdings
London,
United Kingdom
|
$18.1M
|
-$15.1K
|
-200
|
-0.1%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$17.5M
|
+$2.56M
|
+33,902
|
+17%
|
|
|
25
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$17.5M
|
+$17M
|
+225,219
|
+3,337%
|
|
