|
1
|
Wells Fargo
San Francisco,
California
|
$35.4M
|
+$20.3M
|
+781,967
|
+134%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$29.5M
|
+$3.09M
|
+119,164
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$29.5M
|
+$5.63M
|
+217,234
|
+24%
|
|
|
4
|
|
$14.3M
|
+$1.72M
|
+66,418
|
+14%
|
|
|
5
|
Leavell Investment Management
Mobile,
Alabama
|
$9.81M
|
-$218K
|
-8,400
|
-2%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$8.22M
|
-$13.6K
|
-526
|
-0.2%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.53M
|
+$6.72M
|
+259,308
|
+833%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.81M
|
+$18K
|
+696
|
+0.3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.12M
|
+$304K
|
+11,745
|
+5%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$6.08M
|
+$1.76M
|
+67,775
|
+41%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6M
|
-$148K
|
-5,714
|
-2%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$4.84M
|
+$15.6K
|
+601
|
+0.3%
|
|
|
13
|
|
$4.74M
|
+$4.74M
|
+183,082
|
New
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.63M
|
+$236K
|
+9,124
|
+5%
|
|
|
15
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$4.52M
|
-$15.8K
|
-611
|
-0.3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.32M
|
-$78.3K
|
-3,023
|
-2%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.29M
|
+$161K
|
+6,211
|
+4%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$4.27M
|
+$796K
|
+30,706
|
+23%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.15M
|
+$1.45M
|
+56,147
|
+54%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$4.03M
|
+$3.55M
|
+136,876
|
+734%
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
$4.01M
|
-$1.71M
|
-65,857
|
-30%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.93M
|
+$304K
|
+11,733
|
+8%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$3.79M
|
-$249K
|
-9,607
|
-6%
|
|
|
24
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$3.65M
|
-$1M
|
-38,777
|
-22%
|
|
|
25
|
PFS Investments
Duluth,
Georgia
|
$3.41M
|
+$3.41M
|
+131,737
|
New
|
|
