|
1
|
Bank of America
Charlotte,
North Carolina
|
$114M
|
+$13.3M
|
+562,877
|
+13%
|
|
|
2
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$61.3M
|
-$40M
|
-1,689,074
|
-39%
|
|
|
3
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$59.9M
|
+$2.96M
|
+124,956
|
+5%
|
|
|
4
|
|
$46.8M
|
+$14.7M
|
+619,421
|
+45%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$42.4M
|
+$4.88M
|
+206,087
|
+13%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$41.2M
|
+$4.61M
|
+194,989
|
+13%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.6M
|
+$3.9M
|
+164,951
|
+11%
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$35.3M
|
+$1.26M
|
+53,123
|
+4%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.5M
|
+$1.32M
|
+55,904
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$28.2M
|
-$474K
|
-20,041
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.1M
|
+$4.02M
|
+169,758
|
+17%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$27.3M
|
+$4.42M
|
+186,756
|
+19%
|
|
|
13
|
Klingman & Associates
New York
|
$24.5M
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$23.2M
|
-$405K
|
-17,118
|
-2%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$22.3M
|
+$2.88M
|
+121,585
|
+15%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$22.3M
|
+$6.12M
|
+258,611
|
+37%
|
|
|
17
|
Sigma Investment Counselors
Northville,
Michigan
|
$21.8M
|
-$49.9K
|
-2,108
|
-0.2%
|
|
|
18
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$21.1M
|
+$20M
|
+846,998
|
+1,791%
|
|
|
19
|
Corda Investment Management
Houston,
Texas
|
$20.1M
|
-$18.9M
|
-800,520
|
Closed
|
|
|
20
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$17.5M
|
+$1.38M
|
+58,396
|
+8%
|
|
|
21
|
RVW Wealth
Los Angeles,
California
|
$17.5M
|
-$179K
|
-7,560
|
-1%
|
|
|
22
|
Gateway Advisory
Westfield,
New Jersey
|
$17.4M
|
+$8.74M
|
+369,356
|
+100%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$17M
|
–
|
–
|
–
|
|
|
24
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$15.6M
|
+$727K
|
+30,721
|
+5%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$14.8M
|
-$12.9M
|
-544,661
|
Closed
|
|
