|
1
|
Bank of America
Charlotte,
North Carolina
|
$67.3M
|
+$11.9M
|
+203,955
|
+25%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$25.7M
|
-$993K
|
-16,943
|
-4%
|
|
|
3
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$20.9M
|
+$1.15M
|
+19,629
|
+7%
|
|
|
4
|
|
$20.8M
|
+$1.56M
|
+26,638
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
-$2.9M
|
-49,426
|
-18%
|
|
|
6
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$13M
|
+$486K
|
+8,304
|
+4%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12M
|
+$530K
|
+9,042
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$1.3M
|
+22,160
|
+15%
|
|
|
9
|
|
$10.5M
|
+$4.21M
|
+71,806
|
New
|
|
|
10
|
|
$6.9M
|
+$3.21M
|
+54,726
|
+111%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$4.68M
|
+$59.2K
|
+1,010
|
+1%
|
|
|
12
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$4.53M
|
+$4M
|
+68,306
|
New
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$4.22M
|
+$464K
|
+7,920
|
+14%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.67M
|
+$377K
|
+6,435
|
+13%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.25M
|
-$487K
|
-8,319
|
-15%
|
|
|
16
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.07M
|
–
|
–
|
–
|
|
|
17
|
SVB Wealth
Boston,
Massachusetts
|
$2.84M
|
-$168K
|
-2,871
|
-6%
|
|
|
18
|
Two Sigma Investments
New York
|
$2.37M
|
-$876K
|
-14,949
|
-29%
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.18M
|
-$609K
|
-10,393
|
-24%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.12M
|
-$986K
|
-16,822
|
-34%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$2.06M
|
+$153K
|
+2,606
|
+9%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.89M
|
-$34K
|
-581
|
-2%
|
|
|
23
|
GTS Securities
Miami,
Florida
|
$1.78M
|
-$361K
|
-6,168
|
-19%
|
|
|
24
|
Compass Wealth Management
Guilford,
Connecticut
|
$1.77M
|
+$146K
|
+2,499
|
+10%
|
|
|
25
|
|
$1.74M
|
-$11.5K
|
-196
|
-0.7%
|
|
