|
1
|
Bank of America
Charlotte,
North Carolina
|
$177M
|
+$12.6M
|
+526,616
|
+8%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$117M
|
+$83.5M
|
+3,503,030
|
+248%
|
|
|
3
|
|
$74.2M
|
+$3.56M
|
+149,210
|
+5%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$56.6M
|
+$3.65M
|
+153,172
|
+7%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$48.7M
|
+$11.9M
|
+498,627
|
+32%
|
|
|
6
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$45M
|
+$3.64M
|
+152,746
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.8M
|
+$6.66M
|
+279,537
|
+18%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$39.6M
|
-$2.15M
|
-90,119
|
-5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$32.1M
|
+$5.05M
|
+211,877
|
+19%
|
|
|
10
|
Shufro Rose & Co
New York
|
$32M
|
-$41.5M
|
-1,741,969
|
-56%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.6M
|
+$1.77M
|
+74,308
|
+6%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.8M
|
-$667K
|
-27,967
|
-2%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$27.6M
|
-$678K
|
-28,419
|
-2%
|
|
|
14
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$27.1M
|
+$2.49M
|
+104,439
|
+10%
|
|
|
15
|
HM Payson & Co
Portland,
Maine
|
$25.8M
|
+$13.5M
|
+565,706
|
+109%
|
|
|
16
|
Sigma Investment Counselors
Northville,
Michigan
|
$23.9M
|
+$955K
|
+40,074
|
+4%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$23.5M
|
+$3.01M
|
+126,225
|
+15%
|
|
|
18
|
Klingman & Associates
New York
|
$23.2M
|
–
|
–
|
–
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$22.7M
|
–
|
–
|
–
|
|
|
20
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$22.1M
|
+$1.7M
|
+71,290
|
+8%
|
|
|
21
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$21.4M
|
+$2.38M
|
+99,995
|
+13%
|
|
|
22
|
Summitry LLC
Foster City,
California
|
$21.2M
|
+$731K
|
+30,641
|
+4%
|
|
|
23
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$21M
|
-$482K
|
-20,202
|
-2%
|
|
|
24
|
Confluence Investment Management
St. Louis,
Missouri
|
$20.2M
|
+$83.7K
|
+3,509
|
+0.4%
|
|
|
25
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$18.8M
|
+$2.13M
|
+89,215
|
+13%
|
|
