|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$89.3M
|
-$11.9M
|
-480,131
|
-12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$49.8M
|
+$7.9M
|
+319,250
|
+19%
|
|
|
3
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$46.8M
|
+$2.19M
|
+88,560
|
+5%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$40M
|
+$5.03M
|
+203,386
|
+14%
|
|
|
5
|
|
$29.7M
|
+$9.49M
|
+383,288
|
+46%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.3M
|
+$23.6M
|
+952,753
|
+1,194%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.2M
|
+$1.28M
|
+51,749
|
+5%
|
|
|
8
|
Klingman & Associates
New York
|
$24.8M
|
+$479K
|
+19,338
|
+2%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$23.9M
|
+$24.1M
|
+973,525
|
New
|
|
|
10
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$22.2M
|
+$14.3M
|
+578,656
|
+178%
|
|
|
11
|
Sigma Investment Counselors
Northville,
Michigan
|
$21.6M
|
+$589K
|
+23,814
|
+3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$20.2M
|
-$850K
|
-34,346
|
-4%
|
|
|
13
|
Gateway Advisory
Westfield,
New Jersey
|
$17.1M
|
+$9.34M
|
+377,474
|
+117%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$16M
|
+$1.48M
|
+59,912
|
+10%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$15M
|
+$15.1M
|
+611,079
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$13.7M
|
+$1.23M
|
+49,523
|
+10%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$10.3M
|
+$2.93M
|
+118,280
|
+39%
|
|
|
18
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$9.53M
|
+$8.16M
|
+329,641
|
+556%
|
|
|
19
|
Venture Visionary Partners
Sylvania,
Ohio
|
$8.73M
|
+$500K
|
+20,183
|
+6%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$8.42M
|
+$591K
|
+23,865
|
+7%
|
|
|
21
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$8.29M
|
+$1.61M
|
+65,052
|
+24%
|
|
|
22
|
|
$8.29M
|
-$30.2M
|
-1,221,906
|
-78%
|
|
|
23
|
Arrow Financial
Glens Falls,
New York
|
$8M
|
+$300K
|
+12,137
|
+4%
|
|
|
24
|
PFG Private Wealth Management
Lutz,
Florida
|
$7.79M
|
+$458K
|
+18,485
|
+6%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$7.75M
|
+$479K
|
+19,338
|
+7%
|
|
