|
1
|
Wells Fargo
San Francisco,
California
|
$32.2M
|
-$3.17M
|
-122,419
|
-9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$31.1M
|
+$1.6M
|
+61,669
|
+5%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$29.9M
|
+$399K
|
+15,412
|
+1%
|
|
|
4
|
|
$10.6M
|
-$3.67M
|
-141,914
|
-26%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.93M
|
+$2.4M
|
+92,789
|
+32%
|
|
|
6
|
Leavell Investment Management
Mobile,
Alabama
|
$9.64M
|
-$168K
|
-6,500
|
-2%
|
|
|
7
|
PFS Investments
Duluth,
Georgia
|
$6.68M
|
+$3.27M
|
+126,212
|
+96%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.64M
|
-$166K
|
-6,404
|
-2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.09M
|
+$91.9K
|
+3,548
|
+2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.71M
|
-$407K
|
-15,721
|
-7%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$5.07M
|
-$1.01M
|
-39,128
|
-17%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.8M
|
+$482K
|
+18,621
|
+11%
|
|
|
13
|
|
$4.74M
|
–
|
–
|
–
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.52M
|
+$234K
|
+9,033
|
+5%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$4.3M
|
+$28.7K
|
+1,110
|
+0.7%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$4.26M
|
-$582K
|
-22,467
|
-12%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.2M
|
+$1.4M
|
+54,057
|
+50%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.18M
|
-$442K
|
-17,074
|
-10%
|
|
|
19
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$4.16M
|
-$359K
|
-13,849
|
-8%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$4.01M
|
-$16.4K
|
-635
|
-0.4%
|
|
|
21
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.72M
|
-$203K
|
-7,853
|
-5%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$3.69M
|
-$92.1K
|
-3,556
|
-2%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$3.59M
|
+$2.24M
|
+86,632
|
+167%
|
|
|
24
|
Spire Wealth Management
Mclean,
Virginia
|
$3.13M
|
-$871K
|
-33,645
|
-22%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$3.1M
|
-$131K
|
-5,056
|
-4%
|
|
