|
1
|
Bank of America
Charlotte,
North Carolina
|
$161M
|
-$10.8M
|
-428,402
|
-6%
|
|
|
2
|
HM Payson & Co
Portland,
Maine
|
$88.4M
|
+$9.76M
|
+388,247
|
+12%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$87.7M
|
–
|
–
|
–
|
|
|
4
|
|
$80.9M
|
-$14.4M
|
-573,177
|
-15%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$67.3M
|
+$6.36M
|
+253,196
|
+10%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$57.9M
|
-$2.63M
|
-104,659
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$52.8M
|
-$14M
|
-558,537
|
-21%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.9M
|
+$644K
|
+25,637
|
+1%
|
|
|
9
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$41.4M
|
-$4.62M
|
-183,678
|
-10%
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$33.4M
|
–
|
–
|
–
|
|
|
11
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$32.5M
|
+$676K
|
+26,883
|
+2%
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$31M
|
+$3.54M
|
+140,785
|
+13%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.6M
|
-$895K
|
-35,622
|
-3%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$26.1M
|
-$6.15M
|
-244,791
|
-19%
|
|
|
15
|
RVW Wealth
Los Angeles,
California
|
$24.9M
|
-$489K
|
-19,472
|
-2%
|
|
|
16
|
Howland Capital Management
Boston,
Massachusetts
|
$24.5M
|
-$126K
|
-5,000
|
-0.5%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$23.3M
|
-$2.04M
|
-81,144
|
-8%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$22.7M
|
-$508K
|
-20,228
|
-2%
|
|
|
19
|
Glenview Trust
Louisville,
Kentucky
|
$21.5M
|
-$1.21M
|
-48,144
|
-5%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$21.1M
|
-$1.79M
|
-71,244
|
-8%
|
|
|
21
|
Sigma Investment Counselors
Northville,
Michigan
|
$21M
|
-$1.28M
|
-50,867
|
-6%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$19.8M
|
-$261K
|
-10,378
|
-1%
|
|
|
23
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$19.2M
|
+$14.7K
|
+585
|
+0.1%
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$18.9M
|
-$2.04M
|
-81,197
|
-10%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.7M
|
+$4.7M
|
+187,114
|
+34%
|
|
