|
1
|
Bank of America
Charlotte,
North Carolina
|
$85.8M
|
+$6.07M
|
+243,206
|
+8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$75.6M
|
+$321K
|
+12,862
|
+0.4%
|
|
|
3
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$67.9M
|
+$13.6M
|
+544,799
|
+25%
|
|
|
4
|
|
$61.5M
|
+$2.14M
|
+85,668
|
+4%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$39.3M
|
+$4.27M
|
+171,018
|
+12%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$36.8M
|
-$3.18M
|
-127,413
|
-8%
|
|
|
7
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$32.5M
|
+$2.31M
|
+92,427
|
+8%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.4M
|
+$735K
|
+29,426
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$28.8M
|
+$423K
|
+16,939
|
+1%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$28.2M
|
+$1.77M
|
+70,951
|
+7%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.3M
|
+$1.28M
|
+51,370
|
+5%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$25.9M
|
-$5.23M
|
-209,230
|
-17%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$24.8M
|
–
|
–
|
–
|
|
|
14
|
Corda Investment Management
Houston,
Texas
|
$22.9M
|
-$44.2K
|
-1,770
|
-0.2%
|
|
|
15
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$19.5M
|
-$723K
|
-28,934
|
-4%
|
|
|
16
|
Sigma Investment Counselors
Northville,
Michigan
|
$17.2M
|
+$10.8M
|
+431,573
|
+166%
|
|
|
17
|
RVW Wealth
Los Angeles,
California
|
$17M
|
+$1.48M
|
+59,463
|
+9%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.9M
|
+$1.04M
|
+41,629
|
+7%
|
|
|
19
|
MV Capital Management
Bethesda,
Maryland
|
$16M
|
+$198K
|
+7,927
|
+1%
|
|
|
20
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$13.4M
|
-$261K
|
-10,463
|
-2%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$13.2M
|
–
|
–
|
–
|
|
|
22
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$11.9M
|
-$10.7M
|
-430,290
|
-47%
|
|
|
23
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$11.9M
|
-$3.15M
|
-125,942
|
-21%
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$11.8M
|
+$1.14M
|
+45,714
|
+11%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$11.2M
|
+$6.94M
|
+277,870
|
+162%
|
|
