|
1
|
Wells Fargo
San Francisco,
California
|
$33.8M
|
+$11M
|
+690,888
|
+52%
|
|
|
2
|
|
$32.4M
|
+$16.8M
|
+1,059,333
|
+119%
|
|
|
3
|
Eastern Bank
Boston,
Massachusetts
|
$28.5M
|
+$288K
|
+18,142
|
+1%
|
|
|
4
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$26.4M
|
+$29.3K
|
+1,844
|
+0.1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$23.8M
|
+$16.6M
|
+1,043,869
|
+269%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$23.6M
|
+$22.1M
|
+1,389,853
|
+5,129%
|
|
|
7
|
TLWM Financial
San Antonio,
Texas
|
$21.1M
|
+$19M
|
+1,199,632
|
+1,729%
|
|
|
8
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$13.7M
|
+$13M
|
+820,943
|
New
|
|
|
9
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$13.6M
|
+$2.1M
|
+132,074
|
+19%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
+$1.45M
|
+91,126
|
+14%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.4M
|
-$173K
|
-10,929
|
-2%
|
|
|
12
|
|
$10M
|
+$4.02M
|
+253,638
|
+73%
|
|
|
13
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$8.75M
|
-$98.1K
|
-6,185
|
-1%
|
|
|
14
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.69M
|
+$6.56M
|
+413,604
|
+380%
|
|
|
15
|
|
$8.49M
|
+$2.83M
|
+178,330
|
+54%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.94M
|
-$1.68M
|
-105,573
|
-18%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.7M
|
+$800K
|
+50,447
|
+14%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$6.03M
|
+$461K
|
+29,079
|
+9%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.88M
|
+$4M
|
+252,229
|
+249%
|
|
|
20
|
Marietta Wealth Management
Marietta,
Georgia
|
$5.44M
|
-$45.5K
|
-2,866
|
-0.9%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.07M
|
+$3.16M
|
+199,361
|
+189%
|
|
|
22
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$4.95M
|
+$150K
|
+9,467
|
+3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.78M
|
+$3.45M
|
+217,201
|
+309%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$4.46M
|
+$512K
|
+32,242
|
+14%
|
|
|
25
|
Country Club Bank
Kansas City,
Missouri
|
$4.34M
|
+$28.8K
|
+1,813
|
+0.7%
|
|
