|
1
|
UBS Group
Zurich,
Switzerland
|
$76.9M
|
+$14.4M
|
+581,468
|
+23%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$73.9M
|
-$2.68M
|
-108,179
|
-3%
|
|
|
3
|
|
$52.8M
|
-$3.26M
|
-131,399
|
-6%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$33.8M
|
+$9.6M
|
+387,135
|
+39%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$30M
|
+$6.08M
|
+245,141
|
+25%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.1M
|
+$854K
|
+34,423
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$27.3M
|
-$8.35M
|
-336,549
|
-23%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$26.8M
|
+$2.11M
|
+84,953
|
+8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$24.6M
|
+$3.2M
|
+128,966
|
+15%
|
|
|
10
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$24.2M
|
-$792K
|
-31,943
|
-3%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$24.2M
|
+$2.75M
|
+110,684
|
+13%
|
|
|
12
|
Argent Wealth Management
Waltham,
Massachusetts
|
$23.2M
|
-$5.5M
|
-221,890
|
-19%
|
|
|
13
|
Corda Investment Management
Houston,
Texas
|
$22.2M
|
-$641K
|
-25,842
|
-3%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$20.9M
|
+$3.41M
|
+137,378
|
+19%
|
|
|
15
|
MV Capital Management
Bethesda,
Maryland
|
$15.5M
|
+$2.14M
|
+86,195
|
+16%
|
|
|
16
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$14.4M
|
-$952K
|
-38,380
|
-6%
|
|
|
17
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$14.3M
|
+$525K
|
+21,171
|
+4%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.3M
|
+$4.54M
|
+182,937
|
+46%
|
|
|
19
|
Gradient Investments
Arden Hills,
Minnesota
|
$13.6M
|
-$11.3M
|
-456,692
|
-45%
|
|
|
20
|
Trust Company of Kansas
Wichita,
Kansas
|
$13.3M
|
-$1.45M
|
-58,374
|
-10%
|
|
|
21
|
Sigma Investment Counselors
Northville,
Michigan
|
$13.3M
|
+$333K
|
+13,421
|
+3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.9M
|
+$1.29M
|
+51,890
|
+11%
|
|
|
23
|
RVW Wealth
Los Angeles,
California
|
$12.3M
|
-$2.08M
|
-83,998
|
-14%
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11.9M
|
–
|
–
|
–
|
|
|
25
|
|
$11.5M
|
+$11.6M
|
+465,751
|
New
|
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