|
1
|
Bank of America
Charlotte,
North Carolina
|
$163M
|
+$16.1M
|
+674,918
|
+11%
|
|
|
2
|
Shufro Rose & Co
New York
|
$122M
|
+$121M
|
+5,090,112
|
+15,356%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$113M
|
+$81.4M
|
+3,418,512
|
+257%
|
|
|
4
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$74.6M
|
+$7.54M
|
+316,885
|
+11%
|
|
|
5
|
|
$70.9M
|
+$4.12M
|
+173,251
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$45.8M
|
+$2M
|
+83,988
|
+5%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$44.6M
|
-$3.9M
|
-163,639
|
-8%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$44.5M
|
+$9.73M
|
+408,700
|
+28%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.7M
|
+$6.34M
|
+266,446
|
+18%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.4M
|
-$665K
|
-27,930
|
-2%
|
|
|
11
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$40.4M
|
+$4.96M
|
+208,164
|
+14%
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$37.7M
|
+$1.17M
|
+49,102
|
+3%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37.1M
|
+$2.24M
|
+94,131
|
+6%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$33.1M
|
+$8.23M
|
+345,495
|
+33%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$28.7M
|
+$223K
|
+9,385
|
+0.8%
|
|
|
16
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$27.5M
|
+$1.99M
|
+83,634
|
+8%
|
|
|
17
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$27M
|
+$2.5M
|
+104,839
|
+10%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$26.4M
|
+$2.47M
|
+103,775
|
+10%
|
|
|
19
|
Klingman & Associates
New York
|
$25.9M
|
–
|
–
|
–
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$24.7M
|
–
|
–
|
–
|
|
|
21
|
Sigma Investment Counselors
Northville,
Michigan
|
$23.7M
|
+$632K
|
+26,530
|
+3%
|
|
|
22
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$22.2M
|
+$1.64M
|
+69,032
|
+8%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$18.7M
|
–
|
–
|
–
|
|
|
24
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$17.7M
|
-$89.6K
|
-3,765
|
-0.5%
|
|
|
25
|
RVW Wealth
Los Angeles,
California
|
$17.1M
|
-$321K
|
-13,486
|
-2%
|
|
