|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$94.5M
|
+$97.2M
|
+3,790,000
|
New
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$47.6M
|
+$1.79M
|
+69,996
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$31.5M
|
+$892K
|
+34,792
|
+3%
|
|
|
4
|
Sigma Investment Counselors
Northville,
Michigan
|
$27M
|
+$579K
|
+22,569
|
+2%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$24.6M
|
+$4.32M
|
+168,598
|
+21%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$21.6M
|
-$4.13M
|
-160,988
|
-16%
|
|
|
7
|
|
$18.6M
|
-$3.55M
|
-138,589
|
-16%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$11.9M
|
–
|
–
|
–
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.2M
|
+$370K
|
+14,427
|
+3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.72M
|
+$786K
|
+30,646
|
+9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$9.43M
|
+$85.3K
|
+3,328
|
+0.9%
|
|
|
12
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$8.87M
|
+$8.73M
|
+340,248
|
+2,202%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.63M
|
+$2.65M
|
+103,222
|
+43%
|
|
|
14
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$7.37M
|
+$302K
|
+11,784
|
+4%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$7.13M
|
-$518K
|
-20,201
|
-7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$6.95M
|
-$11M
|
-430,261
|
-61%
|
|
|
17
|
Sandy Spring Bank
Olney,
Maryland
|
$5.75M
|
+$184K
|
+7,192
|
+3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.67M
|
+$3.46M
|
+134,975
|
+146%
|
|
|
19
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$5.45M
|
+$306K
|
+11,917
|
+6%
|
|
|
20
|
TLWM Financial
San Antonio,
Texas
|
$5.2M
|
-$5.13K
|
-200
|
-0.1%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5M
|
+$1.49M
|
+58,282
|
+41%
|
|
|
22
|
PFG Private Wealth Management
Lutz,
Florida
|
$4.83M
|
+$303K
|
+11,821
|
+6%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$4.67M
|
+$274K
|
+10,670
|
+6%
|
|
|
24
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$4.61M
|
+$2.84M
|
+110,760
|
+149%
|
|
|
25
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$4.59M
|
+$718K
|
+28,000
|
+18%
|
|
