|
1
|
Truist Financial
Charlotte,
North Carolina
|
$8.54M
|
+$8.48M
|
+140,745
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.87M
|
+$6.82M
|
+113,209
|
New
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.76M
|
+$365K
|
+6,064
|
+9%
|
|
|
4
|
Parsec Financial Management
Asheville,
North Carolina
|
$4.45M
|
-$98.1K
|
-1,627
|
-2%
|
|
|
5
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$4.32M
|
+$759K
|
+12,591
|
+21%
|
|
|
6
|
Eastern Bank
Boston,
Massachusetts
|
$3.66M
|
+$3.64M
|
+60,383
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.97M
|
-$27.7K
|
-460
|
-0.9%
|
|
|
8
|
Human Investing
Lake Oswego,
Oregon
|
$2.03M
|
-$13.3K
|
-221
|
-0.7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.95M
|
+$1.64M
|
+27,267
|
+557%
|
|
|
10
|
Team Hewins
Redwood City,
California
|
$1.4M
|
+$1.4M
|
+23,155
|
New
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$1.35M
|
+$394K
|
+6,541
|
+42%
|
|
|
12
|
|
$1.23M
|
-$4.01M
|
-66,571
|
-77%
|
|
|
13
|
Carr Financial Group
Worcester,
Massachusetts
|
$1.2M
|
+$1.19M
|
+19,800
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$850K
|
+$210K
|
+3,478
|
+33%
|
|
|
15
|
Northland Capital Management
Virginia,
Minnesota
|
$799K
|
-$589K
|
-9,780
|
-43%
|
|
|
16
|
D.J. St. Germain
Springfield,
Massachusetts
|
$793K
|
+$1.61M
|
+26,721
|
New
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$717K
|
+$717K
|
+11,893
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$521K
|
+$198K
|
+3,290
|
+62%
|
|
|
19
|
New York Life Investment Management
New York
|
$517K
|
+$85.9K
|
+1,426
|
+20%
|
|
|
20
|
West Financial Advisors
Des Moines,
Iowa
|
$486K
|
+$422
|
+7
|
+0.1%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$479K
|
+$5.48K
|
+91
|
+1%
|
|
|
22
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$395K
|
-$30.1K
|
-500
|
-7%
|
|
|
23
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$391K
|
+$72.2K
|
+1,198
|
+23%
|
|
|
24
|
Willow Creek Wealth Management
Sebastopol,
California
|
$389K
|
-$393K
|
-6,517
|
-50%
|
|
|
25
|
Miracle Mile Advisors
Los Angeles,
California
|
$386K
|
+$384K
|
+6,368
|
New
|
|
