|
1
|
Bank of America
Charlotte,
North Carolina
|
$163M
|
-$24.1M
|
-965,099
|
-13%
|
|
|
2
|
|
$92.5M
|
+$6.57M
|
+263,242
|
+8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$79.2M
|
+$3.08M
|
+123,271
|
+4%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$69.3M
|
+$2.01M
|
+80,739
|
+3%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$56.5M
|
-$2.38M
|
-95,452
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.4M
|
+$3.26M
|
+130,443
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$48.5M
|
+$3.13M
|
+125,376
|
+7%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$41.4M
|
-$1.27M
|
-50,695
|
-3%
|
|
|
9
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$40.1M
|
+$13.5M
|
+539,795
|
+51%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$38.2M
|
+$1.66M
|
+66,525
|
+5%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$37.6M
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$35.6M
|
-$935K
|
-37,465
|
-3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.7M
|
+$3.25M
|
+130,065
|
+11%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$32.9M
|
-$438K
|
-17,562
|
-1%
|
|
|
15
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$29.1M
|
+$1.36M
|
+54,497
|
+5%
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$29M
|
–
|
–
|
–
|
|
|
17
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$26.7M
|
-$2.84M
|
-113,956
|
-10%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$25.3M
|
+$1.31M
|
+52,445
|
+5%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$25.2M
|
-$12.1M
|
-486,176
|
-33%
|
|
|
20
|
Sigma Investment Counselors
Northville,
Michigan
|
$24.9M
|
+$533K
|
+21,342
|
+2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.3M
|
+$3.24M
|
+129,751
|
+15%
|
|
|
22
|
Howland Capital Management
Boston,
Massachusetts
|
$22.6M
|
+$2.94M
|
+117,797
|
+15%
|
|
|
23
|
RVW Wealth
Los Angeles,
California
|
$21.7M
|
+$2.53M
|
+101,457
|
+13%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.6M
|
+$31.2K
|
+1,251
|
+0.1%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$20.7M
|
+$943K
|
+37,803
|
+5%
|
|
