|
1
|
Bank of America
Charlotte,
North Carolina
|
$103M
|
+$11.2M
|
+475,909
|
+12%
|
|
|
2
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$102M
|
-$23.4M
|
-989,188
|
-19%
|
|
|
3
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$57.9M
|
+$3.91M
|
+165,555
|
+7%
|
|
|
4
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$57.8M
|
+$3.85M
|
+163,026
|
+7%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$38.1M
|
+$4.99M
|
+211,440
|
+15%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$37.1M
|
+$14M
|
+591,449
|
+61%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.3M
|
+$18.5M
|
+782,743
|
+106%
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$34.5M
|
+$34.2M
|
+1,449,061
|
New
|
|
|
9
|
|
$32.7M
|
+$9.73M
|
+411,950
|
+43%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.7M
|
+$10.7M
|
+453,271
|
+52%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$29.1M
|
+$10.2M
|
+433,936
|
+55%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.5M
|
+$3.91M
|
+165,791
|
+19%
|
|
|
13
|
Klingman & Associates
New York
|
$24.3M
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$23.9M
|
+$3.4M
|
+144,036
|
+17%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$23.2M
|
+$4.59M
|
+194,447
|
+25%
|
|
|
16
|
Sigma Investment Counselors
Northville,
Michigan
|
$22.2M
|
-$605K
|
-25,610
|
-3%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$19.8M
|
+$16.4M
|
+694,267
|
+513%
|
|
|
18
|
Corda Investment Management
Houston,
Texas
|
$19.1M
|
+$2.11M
|
+89,460
|
+13%
|
|
|
19
|
RVW Wealth
Los Angeles,
California
|
$17.9M
|
+$118K
|
+5,002
|
+0.7%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$16.4M
|
+$257K
|
+10,897
|
+2%
|
|
|
21
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$16.4M
|
+$718K
|
+30,412
|
+5%
|
|
|
22
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$15M
|
-$2.7M
|
-114,438
|
-15%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
+$2.04M
|
+86,527
|
+17%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$13.6M
|
–
|
–
|
–
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$13M
|
+$12.9M
|
+544,661
|
New
|
|
