|
1
|
Bank of America
Charlotte,
North Carolina
|
$54.6M
|
+$15.4M
|
+609,957
|
+40%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$28M
|
+$8.21M
|
+324,482
|
+42%
|
|
|
3
|
|
$25.3M
|
+$11.7M
|
+462,494
|
+86%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$20.5M
|
+$2.91M
|
+115,001
|
+17%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$19.7M
|
-$473K
|
-18,700
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
+$1.22M
|
+48,138
|
+7%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$13.5M
|
+$762K
|
+30,106
|
+6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$3.37M
|
+133,268
|
+45%
|
|
|
9
|
Leavell Investment Management
Mobile,
Alabama
|
$10.8M
|
+$202K
|
+7,988
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$3.51M
|
+138,788
|
+49%
|
|
|
11
|
Glenview Trust
Louisville,
Kentucky
|
$8.88M
|
+$8.87M
|
+350,405
|
New
|
|
|
12
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$7.46M
|
-$375K
|
-14,827
|
-5%
|
|
|
13
|
Regions Financial Corp
Birmingham,
Alabama
|
$6.97M
|
-$189K
|
-7,449
|
-3%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$5.98M
|
+$1.11M
|
+43,912
|
+23%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.93M
|
+$1.65M
|
+65,057
|
+39%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.81M
|
+$2.6M
|
+102,727
|
+81%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$5.17M
|
+$1.34M
|
+53,048
|
+35%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$5.05M
|
-$562K
|
-22,191
|
-10%
|
|
|
19
|
Praetorian Wealth Management
Carmel,
California
|
$4.93M
|
-$135K
|
-5,316
|
-3%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$4.57M
|
+$1.21M
|
+47,824
|
+36%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.46M
|
-$99.8K
|
-3,945
|
-2%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.37M
|
+$617K
|
+24,395
|
+16%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.35M
|
+$4.34M
|
+171,665
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.07M
|
-$1.09M
|
-43,103
|
-21%
|
|
|
25
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.88M
|
+$3.87M
|
+153,066
|
New
|
|
