|
1
|
Bank of America
Charlotte,
North Carolina
|
$21.1M
|
+$2.88M
|
+110,851
|
+16%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$19.5M
|
+$2.04M
|
+78,603
|
+12%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$16.7M
|
+$661K
|
+25,465
|
+4%
|
|
|
4
|
|
$16.1M
|
+$1.73M
|
+66,658
|
+12%
|
|
|
5
|
Leavell Investment Management
Mobile,
Alabama
|
$10.3M
|
-$170K
|
-6,535
|
-2%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$8.54M
|
+$3.61M
|
+139,140
|
+73%
|
|
|
7
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$8.26M
|
+$503K
|
+19,389
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.09M
|
+$167K
|
+6,429
|
+2%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$7.83M
|
+$805K
|
+31,009
|
+11%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$7.18M
|
+$140K
|
+5,381
|
+2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.31M
|
+$11.6K
|
+447
|
+0.2%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$5.21M
|
+$393K
|
+15,146
|
+8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.16M
|
+$225K
|
+8,655
|
+5%
|
|
|
14
|
Praetorian Wealth Management
Carmel,
California
|
$4.71M
|
+$121K
|
+4,651
|
+3%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$4.32M
|
-$20.7K
|
-796
|
-0.5%
|
|
|
16
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.22M
|
+$119K
|
+4,579
|
+3%
|
|
|
17
|
Regions Financial Corp
Birmingham,
Alabama
|
$4.1M
|
+$1.9M
|
+73,066
|
+86%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.7M
|
-$28.1K
|
-1,083
|
-0.8%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$3.58M
|
+$298K
|
+11,463
|
+9%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$3.57M
|
-$4.63M
|
-178,282
|
-56%
|
|
|
21
|
Sonata Capital Group
Seattle,
Washington
|
$3.21M
|
+$270K
|
+10,380
|
+9%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$3.19M
|
+$11.5K
|
+443
|
+0.4%
|
|
|
23
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.03M
|
–
|
–
|
–
|
|
|
24
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$2.94M
|
+$136K
|
+5,251
|
+5%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$2.94M
|
-$472K
|
-18,170
|
-14%
|
|
