|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$124M
|
-$23.6M
|
-1,019,898
|
-16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$89.6M
|
+$50.9M
|
+2,195,471
|
+134%
|
|
|
3
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$52.9M
|
+$1.77M
|
+76,467
|
+3%
|
|
|
4
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$52.9M
|
+$20M
|
+864,098
|
+62%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$32.5M
|
+$3.56M
|
+153,703
|
+12%
|
|
|
6
|
Klingman & Associates
New York
|
$22.8M
|
-$15.3M
|
-660,209
|
Closed
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$22.6M
|
+$5.41M
|
+233,266
|
+32%
|
|
|
8
|
|
$22.5M
|
+$5.46M
|
+235,552
|
+32%
|
|
|
9
|
Sigma Investment Counselors
Northville,
Michigan
|
$22.4M
|
-$983K
|
-42,395
|
-4%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.5M
|
+$11.8M
|
+508,243
|
+138%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.1M
|
+$5.4M
|
+232,966
|
+37%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$20.1M
|
+$5.03M
|
+217,055
|
+34%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$18.4M
|
+$11.7M
|
+505,980
|
+179%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$18.3M
|
+$4.76M
|
+205,359
|
+36%
|
|
|
15
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$17.9M
|
+$8.26M
|
+356,511
|
+91%
|
|
|
16
|
RVW Wealth
Los Angeles,
California
|
$17.5M
|
+$16.5M
|
+710,224
|
+1,869%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.3M
|
+$6.3M
|
+271,808
|
+58%
|
|
|
18
|
Corda Investment Management
Houston,
Texas
|
$16.6M
|
+$16.5M
|
+711,060
|
New
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$15.9M
|
+$208K
|
+8,954
|
+1%
|
|
|
20
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$15.4M
|
+$1.12M
|
+48,236
|
+8%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$12.4M
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
+$4.16M
|
+179,546
|
+53%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$11.6M
|
–
|
–
|
–
|
|
|
24
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$11.4M
|
+$11.3M
|
+487,808
|
New
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.5M
|
+$999K
|
+43,108
|
+11%
|
|
