|
1
|
Bank of America
Charlotte,
North Carolina
|
$217M
|
+$12.2M
|
+501,456
|
+6%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$126M
|
+$32M
|
+1,319,159
|
+34%
|
|
|
3
|
HM Payson & Co
Portland,
Maine
|
$103M
|
+$15.8M
|
+652,309
|
+18%
|
|
|
4
|
|
$101M
|
+$6.23M
|
+256,404
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$94.8M
|
+$16.1M
|
+663,893
|
+20%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$86.6M
|
–
|
–
|
–
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$81.3M
|
+$6.58M
|
+270,759
|
+9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$78.9M
|
+$9.31M
|
+383,068
|
+13%
|
|
|
9
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$48.1M
|
+$12.7M
|
+522,395
|
+36%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$47.7M
|
+$1.04M
|
+43,011
|
+2%
|
|
|
11
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$44.7M
|
-$62.4M
|
-2,567,321
|
-58%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$43.7M
|
+$5.5M
|
+226,438
|
+14%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$41.8M
|
+$2.76M
|
+113,496
|
+7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.7M
|
+$1.19M
|
+49,047
|
+3%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$39.4M
|
+$4.6M
|
+189,511
|
+13%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.3M
|
+$5.58M
|
+229,779
|
+18%
|
|
|
17
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$34M
|
+$1.37M
|
+56,512
|
+4%
|
|
|
18
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$33.1M
|
-$366K
|
-15,075
|
-1%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$33M
|
+$11.2M
|
+459,738
|
+51%
|
|
|
20
|
Sigma Investment Counselors
Northville,
Michigan
|
$31M
|
+$1.17M
|
+47,992
|
+4%
|
|
|
21
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$30.6M
|
-$233K
|
-9,588
|
-0.8%
|
|
|
22
|
Howland Capital Management
Boston,
Massachusetts
|
$30M
|
+$1.57M
|
+64,623
|
+6%
|
|
|
23
|
RVW Wealth
Los Angeles,
California
|
$28.4M
|
+$3.24M
|
+133,386
|
+13%
|
|
|
24
|
Venture Visionary Partners
Sylvania,
Ohio
|
$28.4M
|
+$290K
|
+11,919
|
+1%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$27.5M
|
+$391K
|
+16,089
|
+1%
|
|
