|
1
|
Bank of America
Charlotte,
North Carolina
|
$20.9M
|
+$986K
|
+37,901
|
+5%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$19.4M
|
+$487K
|
+18,716
|
+3%
|
|
|
3
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$12.5M
|
+$12M
|
+462,108
|
New
|
|
|
4
|
|
$12.2M
|
+$766K
|
+29,454
|
+7%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$10.8M
|
+$133K
|
+5,121
|
+1%
|
|
|
6
|
Sigma Investment Counselors
Northville,
Michigan
|
$9.02M
|
+$3.57M
|
+137,325
|
+70%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.85M
|
-$526K
|
-20,212
|
-6%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.46M
|
+$2.7M
|
+103,737
|
+60%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.21M
|
+$303K
|
+11,645
|
+5%
|
|
|
10
|
TLWM Financial
San Antonio,
Texas
|
$6.19M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$4.77M
|
+$92.7K
|
+3,564
|
+2%
|
|
|
12
|
PFG Private Wealth Management
Lutz,
Florida
|
$4.62M
|
+$106K
|
+4,091
|
+2%
|
|
|
13
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$4.3M
|
-$3.15K
|
-121
|
-0.1%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.93M
|
+$3.48M
|
+133,900
|
+1,144%
|
|
|
15
|
Central Trust Company
Jefferson City,
Missouri
|
$3.72M
|
+$967K
|
+37,172
|
+37%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.43M
|
+$783K
|
+30,103
|
+31%
|
|
|
17
|
Sandy Spring Bank
Olney,
Maryland
|
$3.37M
|
+$571K
|
+21,969
|
+21%
|
|
|
18
|
Krilogy Financial
St. Louis,
Missouri
|
$3.18M
|
+$1.37M
|
+52,823
|
+81%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.85M
|
-$85.6K
|
-3,290
|
-3%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$2.66M
|
-$3.54M
|
-136,112
|
-58%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$2.63M
|
-$433K
|
-16,645
|
-15%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.07M
|
+$106K
|
+4,072
|
+6%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$1.97M
|
+$1.9M
|
+73,120
|
New
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.96M
|
-$269K
|
-10,341
|
-12%
|
|
|
25
|
WrapManager Inc
Mill Valley,
California
|
$1.94M
|
+$260K
|
+9,985
|
+16%
|
|
