|
1
|
WIT LLC
District Of Columbia,
District of Columbia
|
$200M
|
+$200M
|
+2,647,432
|
New
|
|
|
2
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$179M
|
+$42.6M
|
+564,607
|
+31%
|
|
|
3
|
Oxbow Advisors
Austin,
Texas
|
$173M
|
+$41.4M
|
+547,885
|
+32%
|
|
|
4
|
Evanson Asset Management
Carmel,
California
|
$142M
|
-$1.85M
|
-24,437
|
-1%
|
|
|
5
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$139M
|
+$131M
|
+1,733,722
|
+1,592%
|
|
|
6
|
SCS Capital Management
Boston,
Massachusetts
|
$112M
|
+$8.55M
|
+113,145
|
+8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
+$37.4M
|
+495,701
|
+54%
|
|
|
8
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$92.7M
|
+$42.4M
|
+560,726
|
+84%
|
|
|
9
|
Greenhaven Associates
Purchase,
New York
|
$90.5M
|
+$32M
|
+423,700
|
+55%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$77.5M
|
+$35.3M
|
+467,461
|
+84%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71.3M
|
+$12.5M
|
+165,404
|
+21%
|
|
|
12
|
|
$71M
|
+$28.4M
|
+375,765
|
+67%
|
|
|
13
|
FSA Investment Group
Pensacola,
Florida
|
$61.1M
|
+$61M
|
+807,654
|
New
|
|
|
14
|
Bridgewealth Advisory Group
Fresno,
California
|
$60M
|
+$12.1M
|
+160,239
|
+25%
|
|
|
15
|
BetterWealth
San Jose,
California
|
$49.6M
|
+$47.9M
|
+634,105
|
+3,019%
|
|
|
16
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$45.8M
|
-$319K
|
-4,219
|
-0.7%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$40M
|
+$3.39M
|
+44,905
|
+9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$36.1M
|
+$11.9M
|
+157,120
|
+49%
|
|
|
19
|
Cypress Capital
Franklin,
Tennessee
|
$35.1M
|
+$1.79M
|
+23,743
|
+5%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$34.4M
|
+$23.4M
|
+310,307
|
+215%
|
|
|
21
|
AWM Capital
Phoenix,
Arizona
|
$29.8M
|
+$28M
|
+370,046
|
+1,530%
|
|
|
22
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$28.9M
|
-$1.95M
|
-25,807
|
-6%
|
|
|
23
|
Altiora Financial Group
Lebanon,
Ohio
|
$28.5M
|
+$5.15M
|
+68,143
|
+22%
|
|
|
24
|
Fortitude Family Office
Scottsdale,
Arizona
|
$25.5M
|
+$4.05M
|
+53,568
|
+19%
|
|
|
25
|
Sykon Capital
Harrison,
New York
|
$25M
|
+$24.7M
|
+326,552
|
+8,469%
|
|
