|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$26M
|
+$623K
|
+23,784
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$21M
|
+$3.38M
|
+129,055
|
+19%
|
|
|
3
|
|
$20.6M
|
-$730K
|
-27,859
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.8M
|
+$231K
|
+8,820
|
+1%
|
|
|
5
|
Leavell Investment Management
Mobile,
Alabama
|
$11.1M
|
+$975K
|
+37,206
|
+10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.34M
|
+$677K
|
+25,812
|
+9%
|
|
|
7
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.17M
|
+$392K
|
+14,966
|
+6%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.39M
|
+$174K
|
+6,627
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.3M
|
+$817K
|
+31,161
|
+15%
|
|
|
10
|
Spire Wealth Management
Mclean,
Virginia
|
$5.8M
|
-$198K
|
-7,567
|
-3%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$5.77M
|
+$923K
|
+35,214
|
+19%
|
|
|
12
|
Gateway Advisory
Westfield,
New Jersey
|
$5.23M
|
+$105K
|
+4,015
|
+2%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$5.22M
|
+$1.49M
|
+56,942
|
+40%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.95M
|
-$750K
|
-28,595
|
-13%
|
|
|
15
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$4.5M
|
-$37.9K
|
-1,446
|
-0.8%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$4.31M
|
+$125K
|
+4,760
|
+3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.26M
|
-$1.66M
|
-63,431
|
-28%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$4.02M
|
+$537K
|
+20,500
|
+15%
|
|
|
19
|
Regions Financial Corp
Birmingham,
Alabama
|
$3.89M
|
+$57.5K
|
+2,192
|
+1%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$3.82M
|
+$1.47M
|
+56,048
|
+62%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.52M
|
-$243K
|
-9,288
|
-6%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.31M
|
+$47K
|
+1,792
|
+1%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$3.09M
|
-$1.42M
|
-54,081
|
-31%
|
|
|
24
|
Sonata Capital Group
Seattle,
Washington
|
$2.92M
|
+$94.2K
|
+3,595
|
+3%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.63M
|
–
|
–
|
–
|
|
