|
1
|
Bank of America
Charlotte,
North Carolina
|
$235M
|
+$10.2M
|
+422,757
|
+5%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$135M
|
+$8.85M
|
+365,673
|
+7%
|
|
|
3
|
|
$111M
|
+$4.16M
|
+171,910
|
+4%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$106M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$102M
|
-$1.07M
|
-44,178
|
-1%
|
|
|
6
|
HM Payson & Co
Portland,
Maine
|
$101M
|
+$454K
|
+18,754
|
+0.5%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$91M
|
+$9.22M
|
+381,178
|
+11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$88.5M
|
+$5.2M
|
+215,097
|
+6%
|
|
|
9
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$52.1M
|
+$2.46M
|
+101,644
|
+5%
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$46.5M
|
+$3.79M
|
+156,524
|
+9%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$46.2M
|
+$2.11M
|
+87,288
|
+5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.1M
|
-$1.35M
|
-55,896
|
-3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.8M
|
+$907K
|
+37,504
|
+3%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$36.6M
|
+$1.36M
|
+56,160
|
+4%
|
|
|
15
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$36.4M
|
+$879K
|
+36,309
|
+2%
|
|
|
16
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$35.5M
|
+$2.26M
|
+93,474
|
+7%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$35.3M
|
-$4.12M
|
-170,411
|
-10%
|
|
|
18
|
Howland Capital Management
Boston,
Massachusetts
|
$32.4M
|
+$1.62M
|
+67,066
|
+5%
|
|
|
19
|
Sigma Investment Counselors
Northville,
Michigan
|
$32.2M
|
+$865K
|
+35,737
|
+3%
|
|
|
20
|
RVW Wealth
Los Angeles,
California
|
$30.8M
|
+$1.32M
|
+54,404
|
+4%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$28.6M
|
+$704K
|
+29,081
|
+3%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$28.2M
|
+$3.86M
|
+159,589
|
+16%
|
|
|
23
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$25.7M
|
-$7.19M
|
-297,324
|
-22%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$25.5M
|
+$827K
|
+34,162
|
+3%
|
|
|
25
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$24.7M
|
+$3.09M
|
+127,821
|
+14%
|
|
