|
1
|
Bank of America
Charlotte,
North Carolina
|
$190M
|
+$6.5M
|
+269,835
|
+4%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$129M
|
+$5.89M
|
+244,829
|
+5%
|
|
|
3
|
|
$87.2M
|
+$6.48M
|
+269,041
|
+8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$73.3M
|
+$1.4M
|
+58,327
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.5M
|
+$6.26M
|
+259,877
|
+14%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$51.8M
|
+$6.04M
|
+251,044
|
+13%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$51.7M
|
+$1.12M
|
+46,371
|
+2%
|
|
|
8
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$50.6M
|
+$2.2M
|
+91,490
|
+5%
|
|
|
9
|
HM Payson & Co
Portland,
Maine
|
$37.6M
|
+$3.59M
|
+149,232
|
+11%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$34.2M
|
–
|
–
|
–
|
|
|
11
|
Shufro Rose & Co
New York
|
$33.7M
|
–
|
–
|
–
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.5M
|
+$1.73M
|
+71,789
|
+6%
|
|
|
13
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$29.7M
|
+$1.44M
|
+59,721
|
+5%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.6M
|
+$104K
|
+4,309
|
+0.4%
|
|
|
15
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$29.1M
|
+$6.14M
|
+255,214
|
+27%
|
|
|
16
|
Howland Capital Management
Boston,
Massachusetts
|
$25.6M
|
+$7.68M
|
+319,123
|
+43%
|
|
|
17
|
Sigma Investment Counselors
Northville,
Michigan
|
$25.3M
|
+$737K
|
+30,621
|
+3%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$25.1M
|
–
|
–
|
–
|
|
|
19
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$23.9M
|
+$1.19M
|
+49,340
|
+5%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$23.7M
|
-$107K
|
-4,460
|
-0.5%
|
|
|
21
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$23.6M
|
-$3.16M
|
-131,317
|
-12%
|
|
|
22
|
Summitry LLC
Foster City,
California
|
$22.6M
|
+$330K
|
+13,710
|
+1%
|
|
|
23
|
Klingman & Associates
New York
|
$21.6M
|
-$564K
|
-23,410
|
-3%
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$21.4M
|
+$1.99M
|
+82,769
|
+10%
|
|
|
25
|
Bulltick Wealth Management
Miami,
Florida
|
$21M
|
+$20.8M
|
+865,465
|
New
|
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