|
1
|
Bank of America
Charlotte,
North Carolina
|
$148M
|
+$13.1M
|
+560,479
|
+10%
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$67.4M
|
+$2.95M
|
+126,275
|
+5%
|
|
|
3
|
|
$67.2M
|
+$9.18M
|
+393,526
|
+16%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$48.8M
|
+$1.66M
|
+70,958
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$44M
|
+$9.48M
|
+405,999
|
+28%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.3M
|
+$3.13M
|
+134,102
|
+8%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$36.7M
|
+$1.19M
|
+51,177
|
+3%
|
|
|
8
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$35.6M
|
+$9.35M
|
+400,473
|
+37%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.6M
|
+$4.76M
|
+203,888
|
+16%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35M
|
+$830K
|
+35,548
|
+2%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$35M
|
+$5.41M
|
+231,664
|
+19%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$31.7M
|
-$8.32M
|
-356,374
|
-21%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$28.8M
|
+$1.64M
|
+70,303
|
+6%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$28.6M
|
+$2.57M
|
+109,923
|
+10%
|
|
|
15
|
Klingman & Associates
New York
|
$26M
|
-$24.8M
|
-1,061,717
|
Closed
|
|
|
16
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$25.7M
|
+$8.1M
|
+346,903
|
+48%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$25M
|
+$5.87M
|
+251,734
|
+32%
|
|
|
18
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$25M
|
+$24.4M
|
+1,043,456
|
New
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$24M
|
+$646K
|
+27,692
|
+3%
|
|
|
20
|
Sigma Investment Counselors
Northville,
Michigan
|
$23.2M
|
+$364K
|
+15,590
|
+2%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$22.9M
|
–
|
–
|
–
|
|
|
22
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$20.7M
|
+$20.2M
|
+864,329
|
New
|
|
|
23
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$19.5M
|
+$1.56M
|
+67,051
|
+9%
|
|
|
24
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$17.9M
|
-$1.09M
|
-46,812
|
-6%
|
|
|
25
|
RVW Wealth
Los Angeles,
California
|
$17.5M
|
+$4.27K
|
+183
|
+0%
|
|
