|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$56.8M
|
+$15.3M
|
+916,839
|
+38%
|
|
|
2
|
Clearstead Advisors
Cleveland,
Ohio
|
$49.1M
|
+$4.28M
|
+256,199
|
+10%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$43.9M
|
+$11M
|
+655,270
|
+34%
|
|
|
4
|
|
$41.4M
|
+$24.9M
|
+1,486,662
|
+155%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$40.6M
|
+$7.14M
|
+427,408
|
+22%
|
|
|
6
|
|
$36.3M
|
+$2.64M
|
+158,211
|
+8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$32.3M
|
+$8.6M
|
+514,267
|
+37%
|
|
|
8
|
Eastern Bank
Boston,
Massachusetts
|
$31.8M
|
-$101K
|
-6,014
|
-0.3%
|
|
|
9
|
TLWM Financial
San Antonio,
Texas
|
$24.9M
|
+$929K
|
+55,549
|
+4%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$24.3M
|
+$4.21M
|
+251,795
|
+21%
|
|
|
11
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$23.8M
|
+$3.4M
|
+203,421
|
+17%
|
|
|
12
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$22.3M
|
-$829K
|
-49,599
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.6M
|
+$2.48M
|
+148,499
|
+14%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$18.1M
|
+$4.62M
|
+276,522
|
+35%
|
|
|
15
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$14.5M
|
+$254K
|
+15,187
|
+2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$14.4M
|
+$1.19M
|
+71,377
|
+9%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.2M
|
+$4.44M
|
+265,751
|
+46%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.3M
|
+$612K
|
+36,594
|
+5%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13M
|
+$211K
|
+12,608
|
+2%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.9M
|
+$173K
|
+10,339
|
+1%
|
|
|
21
|
TruWealth Advisors
Metairie,
Louisiana
|
$11.6M
|
+$11.4M
|
+681,843
|
New
|
|
|
22
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$9.68M
|
-$33.5K
|
-2,006
|
-0.3%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$8.31M
|
+$1.24M
|
+74,126
|
+18%
|
|
|
24
|
MONECO Advisors
Fairfield,
Connecticut
|
$7.59M
|
+$4.01M
|
+239,675
|
+115%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$7.42M
|
+$147K
|
+8,822
|
+2%
|
|
