|
1
|
Bank of America
Charlotte,
North Carolina
|
$186M
|
+$11.8M
|
+489,115
|
+7%
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$89.2M
|
+$5.36M
|
+222,606
|
+6%
|
|
|
3
|
|
$86.3M
|
+$7.49M
|
+311,083
|
+9%
|
|
|
4
|
Shufro Rose & Co
New York
|
$82.2M
|
-$48.6M
|
-2,020,062
|
-37%
|
|
|
5
|
HM Payson & Co
Portland,
Maine
|
$66.2M
|
+$57.7M
|
+2,397,451
|
+655%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$64.4M
|
+$10.6M
|
+439,015
|
+20%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$63.7M
|
+$64M
|
+2,659,447
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.7M
|
+$4.51M
|
+187,393
|
+9%
|
|
|
9
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$51.7M
|
-$23.3M
|
-967,235
|
-31%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$51M
|
+$2.47M
|
+102,477
|
+5%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$48.6M
|
+$2.11M
|
+87,798
|
+5%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$46.1M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$45M
|
+$7.47M
|
+310,339
|
+20%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$44.5M
|
+$3.83M
|
+159,189
|
+9%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$37.2M
|
-$1.89M
|
-78,611
|
-5%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$32.6M
|
–
|
–
|
–
|
|
|
17
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$32.5M
|
+$1.67M
|
+69,483
|
+5%
|
|
|
18
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$29.8M
|
+$850K
|
+35,309
|
+3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.8M
|
-$16.5M
|
-686,578
|
-36%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$26.9M
|
-$420K
|
-17,463
|
-2%
|
|
|
21
|
Sigma Investment Counselors
Northville,
Michigan
|
$26.3M
|
+$1.19M
|
+49,596
|
+5%
|
|
|
22
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$25M
|
+$1.96M
|
+81,603
|
+8%
|
|
|
23
|
TABR Capital Management
Orange,
California
|
$24.3M
|
+$24.4M
|
+1,012,696
|
New
|
|
|
24
|
Klingman & Associates
New York
|
$24.1M
|
-$24.5M
|
-1,017,458
|
Closed
|
|
|
25
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$23.7M
|
+$499K
|
+20,718
|
+2%
|
|
