|
1
|
Bank of America
Charlotte,
North Carolina
|
$73.2M
|
+$14.5M
|
+571,789
|
+25%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$42.4M
|
+$4.64M
|
+183,360
|
+12%
|
|
|
3
|
|
$40.3M
|
-$371K
|
-14,690
|
-0.9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$39.6M
|
-$19.8M
|
-782,035
|
-33%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$31.4M
|
+$1.92M
|
+75,838
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$23.2M
|
-$1.32M
|
-52,062
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$21.8M
|
+$5.45M
|
+215,403
|
+33%
|
|
|
8
|
Corda Investment Management
Houston,
Texas
|
$21.8M
|
-$732K
|
-28,959
|
-3%
|
|
|
9
|
|
$20.1M
|
+$12.7M
|
+504,195
|
+174%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$19M
|
+$3.43M
|
+135,753
|
+22%
|
|
|
11
|
Argent Wealth Management
Waltham,
Massachusetts
|
$16.9M
|
-$19.2M
|
-761,042
|
-53%
|
|
|
12
|
MV Capital Management
Bethesda,
Maryland
|
$14.9M
|
-$206K
|
-8,159
|
-1%
|
|
|
13
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$14.8M
|
-$107K
|
-4,220
|
-7%
|
|
|
14
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$14.3M
|
-$5.53M
|
-218,784
|
-28%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
+$648K
|
+25,615
|
+5%
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$12.9M
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.1M
|
+$2.97M
|
+117,559
|
+33%
|
|
|
18
|
Sigma Investment Counselors
Northville,
Michigan
|
$11.5M
|
-$819K
|
-32,418
|
-7%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.2M
|
-$15.3M
|
-605,426
|
-58%
|
|
|
20
|
TLWM Financial
San Antonio,
Texas
|
$10.2M
|
–
|
–
|
–
|
|
|
21
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$9.93M
|
-$411K
|
-16,245
|
-4%
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
$9.1M
|
+$6.23M
|
+246,569
|
+219%
|
|
|
23
|
Relative Value Partners Group
|
$8.66M
|
-$814K
|
-32,188
|
-9%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$8.22M
|
-$385K
|
-15,242
|
-4%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$7.34M
|
+$711K
|
+28,144
|
+11%
|
|
