|
1
|
Bank of America
Charlotte,
North Carolina
|
$136M
|
+$14.6M
|
+589,996
|
+12%
|
|
|
2
|
|
$79.9M
|
+$7.18K
|
+291
|
+0%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$63.4M
|
+$16.3M
|
+660,659
|
+34%
|
|
|
4
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$56.1M
|
+$1.51M
|
+61,232
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$52M
|
+$21.9M
|
+886,400
|
+71%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$44.7M
|
+$3.82M
|
+154,788
|
+9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$30.4M
|
-$538K
|
-21,786
|
-2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.2M
|
+$2.47K
|
+100
|
+0%
|
|
|
9
|
Sigma Investment Counselors
Northville,
Michigan
|
$28.6M
|
+$925K
|
+37,457
|
+3%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$27.7M
|
+$7.1M
|
+287,615
|
+34%
|
|
|
11
|
Glenview Trust
Louisville,
Kentucky
|
$27M
|
+$12.6M
|
+510,960
|
+86%
|
|
|
12
|
Summitry LLC
Foster City,
California
|
$26.5M
|
+$26.9M
|
+1,089,832
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.2M
|
-$4.88M
|
-197,611
|
-16%
|
|
|
14
|
Corda Investment Management
Houston,
Texas
|
$24.8M
|
+$36.2K
|
+1,466
|
+0.1%
|
|
|
15
|
Gateway Advisory
Westfield,
New Jersey
|
$24.3M
|
-$793K
|
-32,115
|
-3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$24.2M
|
-$18.8M
|
-761,607
|
Closed
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$22.1M
|
+$6.01M
|
+243,583
|
+37%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.9M
|
+$5.58M
|
+225,985
|
+33%
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$21.1M
|
+$4.5M
|
+182,373
|
+27%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$19.8M
|
+$7.12M
|
+288,446
|
+55%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$16.5M
|
-$1.33M
|
-53,877
|
-7%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$15.6M
|
+$5.38M
|
+217,897
|
+51%
|
|
|
23
|
RVW Wealth
Los Angeles,
California
|
$14.5M
|
-$6.23M
|
-252,467
|
-30%
|
|
|
24
|
Central Trust Company
Jefferson City,
Missouri
|
$14.1M
|
+$2.38M
|
+96,449
|
+20%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$13M
|
–
|
–
|
–
|
|
