|
1
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$50.2M
|
+$49.7M
|
+1,820,844
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$24.1M
|
+$1.4M
|
+51,405
|
+6%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$23.6M
|
+$2.4M
|
+87,829
|
+11%
|
|
|
4
|
|
$16.9M
|
+$1.32M
|
+48,505
|
+9%
|
|
|
5
|
Sigma Investment Counselors
Northville,
Michigan
|
$15.4M
|
+$10.7M
|
+391,902
|
+237%
|
|
|
6
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$14.5M
|
+$770K
|
+28,193
|
+6%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$12.3M
|
+$1.8M
|
+66,069
|
+17%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.2M
|
-$39.4K
|
-1,444
|
-0.4%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$10.8M
|
-$4.95M
|
-181,430
|
-32%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.37M
|
+$1.69M
|
+61,920
|
+26%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$6.98M
|
+$387K
|
+14,164
|
+6%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$6.83M
|
+$1.83M
|
+67,025
|
+37%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.66M
|
+$2.86M
|
+104,601
|
+76%
|
|
|
14
|
TLWM Financial
San Antonio,
Texas
|
$6.11M
|
-$146K
|
-5,362
|
-2%
|
|
|
15
|
PFG Private Wealth Management
Lutz,
Florida
|
$5.52M
|
+$399K
|
+14,602
|
+8%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$5.17M
|
+$87.5K
|
+3,204
|
+2%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.08M
|
+$933K
|
+34,196
|
+23%
|
|
|
18
|
Sandy Spring Bank
Olney,
Maryland
|
$5.02M
|
+$681K
|
+24,954
|
+16%
|
|
|
19
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$4.2M
|
-$12.4K
|
-453
|
-0.3%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.19M
|
+$303K
|
+11,097
|
+8%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$3.88M
|
+$42K
|
+1,538
|
+1%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$2.86M
|
+$279K
|
+10,209
|
+11%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.85M
|
+$90.3K
|
+3,308
|
+3%
|
|
|
24
|
Krilogy Financial
St. Louis,
Missouri
|
$2.68M
|
+$24.5K
|
+898
|
+0.9%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.44M
|
+$346K
|
+12,691
|
+17%
|
|
