|
1
|
Bank of America
Charlotte,
North Carolina
|
$180M
|
+$3.94M
|
+166,082
|
+2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$121M
|
+$4.01M
|
+168,906
|
+3%
|
|
|
3
|
|
$79.1M
|
+$4.96M
|
+208,788
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$70.5M
|
+$38.3M
|
+1,611,798
|
+120%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$56.6M
|
+$56.4K
|
+2,375
|
+0.1%
|
|
|
6
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$47.5M
|
+$2.51M
|
+105,648
|
+6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.3M
|
+$1.54M
|
+64,928
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$44.8M
|
+$5.17M
|
+217,757
|
+13%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$44.5M
|
+$1.04M
|
+43,952
|
+2%
|
|
|
10
|
Shufro Rose & Co
New York
|
$33.7M
|
+$1.68M
|
+70,735
|
+5%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$33.6M
|
+$5.96M
|
+251,065
|
+22%
|
|
|
12
|
HM Payson & Co
Portland,
Maine
|
$33.3M
|
+$7.47M
|
+314,524
|
+29%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.1M
|
-$1.44M
|
-60,832
|
-5%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.9M
|
-$1.81M
|
-76,411
|
-6%
|
|
|
15
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$28M
|
+$597K
|
+25,161
|
+2%
|
|
|
16
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$26.2M
|
+$4.11M
|
+173,263
|
+19%
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$24.8M
|
+$5.93M
|
+249,778
|
+32%
|
|
|
18
|
Sigma Investment Counselors
Northville,
Michigan
|
$24M
|
+$174K
|
+7,346
|
+0.7%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$23.5M
|
–
|
–
|
–
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$23.4M
|
-$88.2K
|
-3,716
|
-0.4%
|
|
|
21
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$22.5M
|
+$1.53M
|
+64,508
|
+7%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$22.3M
|
–
|
–
|
–
|
|
|
23
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$22.2M
|
+$889K
|
+37,457
|
+4%
|
|
|
24
|
Summitry LLC
Foster City,
California
|
$21.9M
|
+$686K
|
+28,907
|
+3%
|
|
|
25
|
Klingman & Associates
New York
|
$21.8M
|
+$21.7M
|
+914,165
|
New
|
|
