|
1
|
Bank of America
Charlotte,
North Carolina
|
$202M
|
+$13.6M
|
+562,456
|
+7%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$103M
|
-$25.4M
|
-1,053,328
|
-20%
|
|
|
3
|
|
$95.5M
|
+$9.2M
|
+381,515
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$69.8M
|
-$2.83M
|
-117,564
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.5M
|
+$3.5M
|
+145,097
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$55.1M
|
+$3.83M
|
+158,840
|
+7%
|
|
|
7
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$53.4M
|
+$3.26M
|
+135,378
|
+6%
|
|
|
8
|
HM Payson & Co
Portland,
Maine
|
$53.4M
|
+$16.2M
|
+670,827
|
+43%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$53M
|
+$1.66M
|
+68,912
|
+3%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$49.5M
|
+$49.6M
|
+2,057,432
|
New
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$46.5M
|
–
|
–
|
–
|
|
|
12
|
Shufro Rose & Co
New York
|
$34.8M
|
+$811K
|
+33,623
|
+2%
|
|
|
13
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$31.5M
|
+$2.63M
|
+109,202
|
+9%
|
|
|
14
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$30.3M
|
+$645K
|
+26,734
|
+2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.2M
|
+$872K
|
+36,177
|
+3%
|
|
|
16
|
Howland Capital Management
Boston,
Massachusetts
|
$28.9M
|
+$3.49M
|
+144,921
|
+14%
|
|
|
17
|
Sigma Investment Counselors
Northville,
Michigan
|
$25.8M
|
+$808K
|
+33,535
|
+3%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$25.8M
|
–
|
–
|
–
|
|
|
19
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$24.9M
|
+$1.26M
|
+52,387
|
+5%
|
|
|
20
|
TABR Capital Management
Orange,
California
|
$24.3M
|
+$24.3M
|
+1,009,266
|
New
|
|
|
21
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$23.8M
|
+$413K
|
+17,131
|
+2%
|
|
|
22
|
RVW Wealth
Los Angeles,
California
|
$23.1M
|
+$1.91M
|
+79,163
|
+9%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$21.9M
|
–
|
–
|
–
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$21.8M
|
-$1.68M
|
-69,491
|
-7%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.3M
|
+$4.69M
|
+194,406
|
+28%
|
|
