|
1
|
Bank of America
Charlotte,
North Carolina
|
$206M
|
+$8.27M
|
+341,126
|
+4%
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$107M
|
+$4.77M
|
+196,902
|
+5%
|
|
|
3
|
|
$94.5M
|
-$2.33M
|
-95,983
|
-2%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$93.9M
|
+$25.3M
|
+1,042,143
|
+37%
|
|
|
5
|
HM Payson & Co
Portland,
Maine
|
$87.3M
|
+$8.08M
|
+333,328
|
+10%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$86.6M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$78.8M
|
+$78.5M
|
+3,238,610
|
New
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$74.9M
|
+$24.5K
|
+1,009
|
+0%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$69.7M
|
+$18.4M
|
+756,771
|
+36%
|
|
|
10
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$68.1M
|
+$5.25M
|
+216,600
|
+8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$46.8M
|
+$2.53M
|
+104,139
|
+6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$39.1M
|
+$2.54M
|
+104,787
|
+7%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.7M
|
+$1.85M
|
+76,454
|
+5%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$38.3M
|
+$3.34M
|
+137,811
|
+10%
|
|
|
15
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$35.5M
|
+$3.41M
|
+140,686
|
+11%
|
|
|
16
|
Capital Investment Advisors
Atlanta,
Georgia
|
$34.8M
|
+$2.71M
|
+111,668
|
+8%
|
|
|
17
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$33.5M
|
-$2.33M
|
-96,283
|
-7%
|
|
|
18
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$32.7M
|
+$914K
|
+37,700
|
+3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.8M
|
+$3.95M
|
+162,771
|
+14%
|
|
|
20
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$30.9M
|
+$3.56M
|
+146,750
|
+13%
|
|
|
21
|
Sigma Investment Counselors
Northville,
Michigan
|
$29.9M
|
+$1.36M
|
+56,086
|
+5%
|
|
|
22
|
Howland Capital Management
Boston,
Massachusetts
|
$28.5M
|
+$2.83M
|
+116,891
|
+11%
|
|
|
23
|
Venture Visionary Partners
Sylvania,
Ohio
|
$28M
|
+$4.04M
|
+166,635
|
+17%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$27.2M
|
-$474K
|
-19,535
|
-2%
|
|
|
25
|
TABR Capital Management
Orange,
California
|
$25.8M
|
+$220K
|
+9,067
|
+0.9%
|
|
