|
1
|
Bank of America
Charlotte,
North Carolina
|
$197M
|
+$1.84M
|
+76,184
|
+0.9%
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$102M
|
+$4.78M
|
+198,083
|
+5%
|
|
|
3
|
|
$96.6M
|
+$5.02M
|
+207,984
|
+6%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$78.9M
|
+$1.19M
|
+49,369
|
+2%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$75.9M
|
–
|
–
|
–
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$74.6M
|
+$6.43M
|
+266,303
|
+9%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$68.3M
|
+$7.39M
|
+306,166
|
+12%
|
|
|
8
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$62.7M
|
+$3.77M
|
+156,316
|
+6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.6M
|
+$3.55M
|
+147,062
|
+6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$51.2M
|
-$47.7K
|
-1,975
|
-0.1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$44.1M
|
-$664K
|
-27,524
|
-1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.7M
|
+$800K
|
+33,173
|
+2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$36.4M
|
+$5.7M
|
+236,150
|
+19%
|
|
|
14
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$35.8M
|
+$1.02M
|
+42,117
|
+3%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$34.8M
|
+$839K
|
+34,769
|
+2%
|
|
|
16
|
Capital Investment Advisors
Atlanta,
Georgia
|
$32M
|
-$18.4M
|
-763,291
|
-37%
|
|
|
17
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$32M
|
+$3.85M
|
+159,773
|
+14%
|
|
|
18
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$31.7M
|
+$624K
|
+25,856
|
+2%
|
|
|
19
|
Sigma Investment Counselors
Northville,
Michigan
|
$28.5M
|
+$1.04M
|
+43,148
|
+4%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.8M
|
+$1.21M
|
+49,948
|
+5%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$27.6M
|
-$366K
|
-15,174
|
-1%
|
|
|
22
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$27.2M
|
+$925K
|
+38,351
|
+4%
|
|
|
23
|
Howland Capital Management
Boston,
Massachusetts
|
$25.6M
|
+$1.23M
|
+51,029
|
+5%
|
|
|
24
|
TABR Capital Management
Orange,
California
|
$25.5M
|
+$410K
|
+17,009
|
+2%
|
|
|
25
|
RVW Wealth
Los Angeles,
California
|
$24.8M
|
+$1.33M
|
+55,018
|
+6%
|
|
