|
1
|
Bank of America
Charlotte,
North Carolina
|
$75.4M
|
+$2.53M
|
+100,074
|
+3%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$40.2M
|
-$2.03M
|
-80,595
|
-5%
|
|
|
3
|
|
$34.1M
|
-$6.05M
|
-239,652
|
-15%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$25.7M
|
-$13.7M
|
-543,973
|
-35%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.7M
|
+$13.6M
|
+538,365
|
+112%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$24.6M
|
-$6.2M
|
-245,562
|
-20%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$23.5M
|
+$382K
|
+15,133
|
+2%
|
|
|
8
|
Corda Investment Management
Houston,
Texas
|
$21M
|
-$673K
|
-26,665
|
-3%
|
|
|
9
|
Merit Financial Group
Alpharetta,
Georgia
|
$19.1M
|
+$210K
|
+8,320
|
+1%
|
|
|
10
|
MV Capital Management
Bethesda,
Maryland
|
$14.9M
|
+$86.9K
|
+3,444
|
+0.6%
|
|
|
11
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$14.2M
|
-$67.5K
|
-2,673
|
-0.5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.6M
|
+$672K
|
+26,614
|
+5%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$12.1M
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
-$9.77M
|
-386,985
|
-45%
|
|
|
15
|
TLWM Financial
San Antonio,
Texas
|
$10.2M
|
+$10.2M
|
+402,602
|
New
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$10M
|
-$1.12M
|
-44,544
|
-10%
|
|
|
17
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$9.25M
|
-$645K
|
-25,536
|
-7%
|
|
|
18
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$9.12M
|
+$9.13M
|
+361,567
|
New
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$7.24M
|
-$73K
|
-2,890
|
-1%
|
|
|
20
|
Relative Value Partners Group
|
$7.14M
|
-$1.49M
|
-58,904
|
-17%
|
|
|
21
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.18M
|
+$6.19M
|
+245,090
|
New
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$5.95M
|
-$776K
|
-30,725
|
-12%
|
|
|
23
|
Leavell Investment Management
Mobile,
Alabama
|
$5.74M
|
-$27.8K
|
-1,100
|
-0.5%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$5.09M
|
+$5.09M
|
+201,782
|
New
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.94M
|
-$628K
|
-24,867
|
-11%
|
|
