|
1
|
Bank of America
Charlotte,
North Carolina
|
$164M
|
+$24.6M
|
+1,046,277
|
+18%
|
|
|
2
|
Shufro Rose & Co
New York
|
$72M
|
-$460K
|
-19,592
|
-0.6%
|
|
|
3
|
|
$70.8M
|
+$13.5M
|
+572,986
|
+24%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$53M
|
+$50.3M
|
+2,143,302
|
+2,845%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$49.8M
|
+$703K
|
+29,939
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$41.9M
|
+$13.6M
|
+578,835
|
+49%
|
|
|
7
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$41.4M
|
+$8.29M
|
+353,286
|
+26%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$38.7M
|
+$11M
|
+470,254
|
+41%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.2M
|
+$4.91M
|
+209,158
|
+16%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$36.9M
|
+$4.3M
|
+183,330
|
+13%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$33.3M
|
-$7.76M
|
-330,432
|
-19%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.5M
|
-$8.92M
|
-379,898
|
-22%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.9M
|
-$1.03M
|
-43,658
|
-3%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$28.4M
|
+$412K
|
+17,527
|
+1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$27.1M
|
+$3.29M
|
+140,124
|
+14%
|
|
|
16
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$24.9M
|
+$24.5M
|
+1,042,110
|
New
|
|
|
17
|
Klingman & Associates
New York
|
$23.9M
|
-$24.1M
|
-1,026,542
|
Closed
|
|
|
18
|
Sigma Investment Counselors
Northville,
Michigan
|
$23M
|
-$378K
|
-16,099
|
-2%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$22.4M
|
–
|
–
|
–
|
|
|
20
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$21.5M
|
-$2.6M
|
-110,664
|
-11%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$20.5M
|
+$1.24M
|
+52,933
|
+7%
|
|
|
22
|
Summitry LLC
Foster City,
California
|
$20.5M
|
-$10.9M
|
-464,435
|
-35%
|
|
|
23
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$20.5M
|
+$20.1M
|
+856,619
|
New
|
|
|
24
|
Confluence Investment Management
St. Louis,
Missouri
|
$20.1M
|
-$920K
|
-39,184
|
-4%
|
|
|
25
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$19M
|
+$2.52M
|
+107,213
|
+16%
|
|
