|
1
|
Clearstead Advisors
Cleveland,
Ohio
|
$43M
|
+$42.8M
|
+2,642,706
|
New
|
|
|
2
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$39.6M
|
+$9.88M
|
+610,231
|
+33%
|
|
|
3
|
|
$32.3M
|
-$6.9M
|
-426,205
|
-18%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$32M
|
-$3.55M
|
-219,244
|
-10%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$31.5M
|
+$18.5M
|
+1,141,238
|
+144%
|
|
|
6
|
Eastern Bank
Boston,
Massachusetts
|
$30.6M
|
+$415K
|
+25,623
|
+1%
|
|
|
7
|
TLWM Financial
San Antonio,
Texas
|
$23M
|
+$638K
|
+39,385
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$22.6M
|
-$6.49M
|
-400,493
|
-22%
|
|
|
9
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$22.2M
|
+$8.05M
|
+497,191
|
+57%
|
|
|
10
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$19.5M
|
+$3.43M
|
+211,826
|
+21%
|
|
|
11
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$19.2M
|
+$995K
|
+61,449
|
+5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
+$1.78M
|
+109,921
|
+11%
|
|
|
13
|
|
$15.5M
|
+$5.4M
|
+333,154
|
+53%
|
|
|
14
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$13.6M
|
+$13.6M
|
+837,558
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$12.9M
|
+$552K
|
+34,072
|
+4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
+$280K
|
+17,258
|
+2%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.2M
|
+$437K
|
+26,989
|
+4%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.2M
|
+$1.01M
|
+62,185
|
+9%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.2M
|
+$236K
|
+14,583
|
+2%
|
|
|
20
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$9.32M
|
+$32.5K
|
+2,006
|
+0.4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.3M
|
-$2.19M
|
-135,471
|
-19%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$6.97M
|
+$488K
|
+30,103
|
+8%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$6.76M
|
+$719K
|
+44,391
|
+12%
|
|
|
24
|
Marietta Wealth Management
Marietta,
Georgia
|
$5.79M
|
+$56.8K
|
+3,508
|
+1%
|
|
|
25
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$5.21M
|
+$5.19M
|
+320,154
|
New
|
|
