|
1
|
Bank of America
Charlotte,
North Carolina
|
$225M
|
+$7.59M
|
+312,522
|
+3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$126M
|
+$616K
|
+25,381
|
+0.5%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$113M
|
–
|
–
|
–
|
|
|
4
|
|
$107M
|
+$6.32M
|
+260,402
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$103M
|
+$8.76M
|
+360,887
|
+9%
|
|
|
6
|
HM Payson & Co
Portland,
Maine
|
$100M
|
-$2.54M
|
-104,830
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$83.3M
|
+$4.6M
|
+189,329
|
+6%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$81.8M
|
+$689K
|
+28,394
|
+0.8%
|
|
|
9
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$49.7M
|
+$1.61M
|
+66,283
|
+3%
|
|
|
10
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$46.9M
|
+$2.21M
|
+91,196
|
+5%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$44M
|
+$2.4M
|
+99,072
|
+6%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$44M
|
-$43.7M
|
-1,799,646
|
Closed
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$42.7M
|
+$3.43M
|
+141,293
|
+9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.5M
|
+$1.78M
|
+73,327
|
+4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$39.5M
|
-$8.2M
|
-337,947
|
-17%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36M
|
-$1.3M
|
-53,747
|
-3%
|
|
|
17
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$35.5M
|
+$1.53M
|
+63,140
|
+5%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$35.3M
|
+$2.31M
|
+95,096
|
+7%
|
|
|
19
|
Threadgill Financial
Spring,
Texas
|
$34.4M
|
+$13.5M
|
+554,192
|
+64%
|
|
|
20
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$33.2M
|
+$2.73M
|
+112,313
|
+9%
|
|
|
21
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$33M
|
-$63.1K
|
-2,601
|
-0.2%
|
|
|
22
|
Sigma Investment Counselors
Northville,
Michigan
|
$31.4M
|
+$451K
|
+18,575
|
+1%
|
|
|
23
|
Howland Capital Management
Boston,
Massachusetts
|
$30.8M
|
+$783K
|
+32,247
|
+3%
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$29.5M
|
+$1.15M
|
+47,339
|
+4%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$27.9M
|
+$420K
|
+17,315
|
+2%
|
|
