|
1
|
Bank of America
Charlotte,
North Carolina
|
$148M
|
-$27.3M
|
-1,080,775
|
-16%
|
|
|
2
|
|
$63.1M
|
-$5.95M
|
-235,399
|
-9%
|
|
|
3
|
NewEdge Advisors
New Orleans,
Louisiana
|
$51.4M
|
+$6.37M
|
+251,830
|
+14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$41.5M
|
-$8.6M
|
-339,985
|
-17%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$40.8M
|
-$12.1M
|
-480,286
|
-23%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$37.8M
|
-$7.05M
|
-278,989
|
-16%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$33.8M
|
–
|
–
|
–
|
|
|
8
|
Summitry LLC
Foster City,
California
|
$31.1M
|
+$12.6M
|
+498,094
|
+68%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$30.6M
|
-$12.3M
|
-485,361
|
-29%
|
|
|
10
|
Glenview Trust
Louisville,
Kentucky
|
$28.9M
|
-$182K
|
-7,180
|
-0.6%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.2M
|
-$1.35M
|
-53,334
|
-5%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$26.1M
|
+$479K
|
+18,963
|
+2%
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
$22.3M
|
-$315K
|
-12,448
|
-1%
|
|
|
14
|
Sigma Investment Counselors
Northville,
Michigan
|
$22.1M
|
-$697K
|
-27,567
|
-3%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19.7M
|
+$396K
|
+15,681
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.6M
|
-$4.56M
|
-180,317
|
-20%
|
|
|
17
|
InterOcean Capital Group
Nashville,
Tennessee
|
$17.7M
|
+$14.3K
|
+564
|
+0.1%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.2M
|
-$106K
|
-4,202
|
-0.6%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$16.1M
|
-$886K
|
-35,045
|
-5%
|
|
|
20
|
American Planning Services
Sun City Center,
Florida
|
$15.4M
|
-$15.2M
|
-599,600
|
Closed
|
|
|
21
|
RVW Wealth
Los Angeles,
California
|
$15.1M
|
-$1.09M
|
-43,303
|
-7%
|
|
|
22
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$13.8M
|
-$566K
|
-22,366
|
-4%
|
|
|
23
|
Summit Asset Management
Memphis,
Tennessee
|
$13.4M
|
+$169K
|
+6,681
|
+1%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$13.3M
|
-$879K
|
-34,778
|
-6%
|
|
|
25
|
|
$13.3M
|
-$5.25M
|
-207,522
|
-28%
|
|
