|
1
|
Bank of America
Charlotte,
North Carolina
|
$194M
|
+$6.14M
|
+255,229
|
+3%
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$97.1M
|
+$6.97M
|
+289,855
|
+8%
|
|
|
3
|
|
$91.2M
|
+$4.08M
|
+169,781
|
+5%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$77.5M
|
+$10.6M
|
+439,798
|
+16%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$69.1M
|
+$4.04M
|
+168,059
|
+6%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$67.9M
|
+$3.6M
|
+149,865
|
+6%
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$66.5M
|
–
|
–
|
–
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$60.7M
|
+$9.18M
|
+381,612
|
+18%
|
|
|
9
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$58.6M
|
+$6.47M
|
+269,181
|
+12%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.8M
|
+$2.62M
|
+108,788
|
+5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$51M
|
+$5.56M
|
+231,266
|
+12%
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$50.4M
|
+$1.36M
|
+56,521
|
+3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$44.6M
|
-$246K
|
-10,221
|
-0.6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.7M
|
+$5.64M
|
+234,644
|
+19%
|
|
|
15
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$34.6M
|
+$1.82M
|
+75,536
|
+6%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$33.9M
|
+$33.7M
|
+1,400,628
|
New
|
|
|
17
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$31M
|
+$883K
|
+36,699
|
+3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$30.6M
|
-$6.91M
|
-287,480
|
-19%
|
|
|
19
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$28M
|
+$2.8M
|
+116,418
|
+11%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$27.9M
|
+$669K
|
+27,806
|
+2%
|
|
|
21
|
Sigma Investment Counselors
Northville,
Michigan
|
$27.3M
|
+$742K
|
+30,872
|
+3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.5M
|
+$2.81M
|
+117,016
|
+12%
|
|
|
23
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$26.2M
|
+$2.26M
|
+93,877
|
+9%
|
|
|
24
|
TABR Capital Management
Orange,
California
|
$25M
|
+$475K
|
+19,746
|
+2%
|
|
|
25
|
Howland Capital Management
Boston,
Massachusetts
|
$24.3M
|
+$934K
|
+38,850
|
+4%
|
|
