|
1
|
Bank of America
Charlotte,
North Carolina
|
$93.8M
|
+$3.66M
|
+147,545
|
+4%
|
|
|
2
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$90M
|
+$11.3M
|
+455,840
|
+14%
|
|
|
3
|
|
$53M
|
-$2.83M
|
-114,096
|
-5%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$45.4M
|
+$7.46M
|
+300,886
|
+20%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$29.6M
|
+$2.15M
|
+86,729
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$27.7M
|
-$2.9M
|
-117,049
|
-9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$27.7M
|
-$1.99M
|
-80,226
|
-7%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$27.5M
|
–
|
–
|
–
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23M
|
+$717K
|
+28,906
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$22M
|
-$2.08M
|
-84,061
|
-9%
|
|
|
11
|
Corda Investment Management
Houston,
Texas
|
$21.5M
|
-$467K
|
-18,840
|
-2%
|
|
|
12
|
RVW Wealth
Los Angeles,
California
|
$19M
|
+$158K
|
+6,352
|
+0.8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$18M
|
-$1.92M
|
-77,486
|
-10%
|
|
|
14
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$16.6M
|
-$46.2K
|
-1,862
|
-0.3%
|
|
|
15
|
Sigma Investment Counselors
Northville,
Michigan
|
$16.4M
|
-$91.8K
|
-3,703
|
-0.6%
|
|
|
16
|
|
$16.1M
|
+$16.1M
|
+647,899
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.9M
|
+$277K
|
+11,170
|
+2%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$13.6M
|
–
|
–
|
–
|
|
|
19
|
MV Capital Management
Bethesda,
Maryland
|
$13.5M
|
-$74.3K
|
-2,997
|
-0.5%
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$11.3M
|
+$591K
|
+23,845
|
+5%
|
|
|
21
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$10.6M
|
-$2.77M
|
-111,802
|
-21%
|
|
|
22
|
Merit Financial Group
Alpharetta,
Georgia
|
$10.1M
|
-$241K
|
-9,718
|
-2%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10M
|
+$373K
|
+15,048
|
+4%
|
|
|
24
|
Venture Visionary Partners
Sylvania,
Ohio
|
$10M
|
+$622K
|
+25,104
|
+7%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.03M
|
-$606K
|
-24,457
|
-6%
|
|
