|
1
|
Bank of America
Charlotte,
North Carolina
|
$19.3M
|
+$1.8M
|
+61,536
|
+10%
|
|
|
2
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$14.6M
|
+$935K
|
+31,947
|
+7%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$13.5M
|
-$47.8K
|
-1,634
|
-0.4%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$11.3M
|
+$1.45M
|
+49,546
|
+15%
|
|
|
5
|
Sigma Investment Counselors
Northville,
Michigan
|
$8.93M
|
+$8.84M
|
+302,261
|
New
|
|
|
6
|
PFG Private Wealth Management
Lutz,
Florida
|
$5.52M
|
+$396K
|
+13,524
|
+8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.04M
|
+$370K
|
+12,651
|
+8%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.97M
|
+$621K
|
+21,226
|
+14%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$4.8M
|
+$1.11M
|
+37,981
|
+30%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.38M
|
+$910K
|
+31,107
|
+27%
|
|
|
11
|
Sandy Spring Bank
Olney,
Maryland
|
$4.26M
|
+$739K
|
+25,260
|
+21%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.88M
|
+$764K
|
+26,112
|
+25%
|
|
|
13
|
|
$3.54M
|
-$660K
|
-22,548
|
-16%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.85M
|
+$54.7K
|
+1,870
|
+2%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$2.78M
|
+$298K
|
+10,169
|
+12%
|
|
|
16
|
|
$2.44M
|
+$207K
|
+7,091
|
+9%
|
|
|
17
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$2.3M
|
+$25.1K
|
+857
|
+1%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$2.25M
|
+$169K
|
+5,788
|
+8%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.11M
|
-$32.6K
|
-1,115
|
-2%
|
|
|
20
|
WrapManager Inc
Mill Valley,
California
|
$2M
|
+$1.97M
|
+67,501
|
New
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$1.99M
|
+$354K
|
+12,100
|
+22%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$1.81M
|
+$1.34M
|
+45,804
|
+299%
|
|
|
23
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$1.8M
|
+$380K
|
+13,000
|
+27%
|
|
|
24
|
Kesler Norman & Wride
Ogden,
Utah
|
$1.7M
|
+$1.68M
|
+57,571
|
New
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$1.64M
|
+$198K
|
+6,756
|
+14%
|
|
