|
1
|
Bank of America
Charlotte,
North Carolina
|
$178M
|
+$1.95M
|
+80,903
|
+1%
|
|
|
2
|
Shufro Rose & Co
New York
|
$129M
|
–
|
–
|
–
|
|
|
3
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$85.3M
|
+$4.94M
|
+204,836
|
+6%
|
|
|
4
|
|
$80.2M
|
+$3.04M
|
+126,326
|
+4%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$76.1M
|
+$20.7M
|
+860,253
|
+38%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$54.8M
|
+$6.07M
|
+251,931
|
+13%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$49.2M
|
+$503K
|
+20,879
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$49M
|
+$3.79M
|
+157,333
|
+8%
|
|
|
9
|
Capital Investment Advisors
Atlanta,
Georgia
|
$47.3M
|
+$661K
|
+27,447
|
+1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47M
|
+$1.2M
|
+49,743
|
+3%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$44.6M
|
+$2.02M
|
+83,788
|
+5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$41.4M
|
+$3.2M
|
+132,765
|
+8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$39.9M
|
-$79.9M
|
-3,315,548
|
-67%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$38.2M
|
+$5.3M
|
+219,839
|
+16%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$33.8M
|
–
|
–
|
–
|
|
|
16
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$31.4M
|
+$2.15M
|
+89,378
|
+7%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$30.4M
|
–
|
–
|
–
|
|
|
18
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$29.2M
|
+$1.38M
|
+57,461
|
+5%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$27.8M
|
+$439K
|
+18,208
|
+2%
|
|
|
20
|
Sigma Investment Counselors
Northville,
Michigan
|
$25.6M
|
+$877K
|
+36,401
|
+4%
|
|
|
21
|
Klingman & Associates
New York
|
$24.8M
|
-$159K
|
-6,617
|
-0.6%
|
|
|
22
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$23.6M
|
-$3.14M
|
-130,274
|
-12%
|
|
|
23
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$23.4M
|
+$4.75M
|
+197,138
|
+26%
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$21.3M
|
+$1.76M
|
+73,089
|
+9%
|
|
|
25
|
Venture Visionary Partners
Sylvania,
Ohio
|
$19.8M
|
–
|
–
|
–
|
|
