|
1
|
Bank of America
Charlotte,
North Carolina
|
$43.6M
|
-$4.62M
|
-181,346
|
-10%
|
|
|
2
|
|
$21.8M
|
-$2.88M
|
-113,119
|
-12%
|
|
|
3
|
|
$18.1M
|
+$10.6M
|
+416,300
|
+143%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
-$11.9M
|
-466,707
|
-44%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.9M
|
+$2.75M
|
+107,804
|
+25%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$13.6M
|
-$1.75M
|
-68,762
|
-11%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$12M
|
-$1.23M
|
-48,075
|
-9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.6M
|
-$202K
|
-7,907
|
-2%
|
|
|
9
|
Glenview Trust
Louisville,
Kentucky
|
$8.84M
|
-$41K
|
-1,610
|
-0.5%
|
|
|
10
|
Leavell Investment Management
Mobile,
Alabama
|
$8.33M
|
-$1.31M
|
-51,500
|
-14%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.43M
|
-$999K
|
-39,212
|
-12%
|
|
|
12
|
Regions Financial Corp
Birmingham,
Alabama
|
$7.19M
|
-$149K
|
-5,828
|
-2%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$5.6M
|
-$255K
|
-10,000
|
-4%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$5.34M
|
-$640K
|
-25,094
|
-11%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.3M
|
+$137K
|
+5,391
|
+3%
|
|
|
16
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$5.09M
|
+$266K
|
+10,435
|
+6%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.08M
|
-$1.17M
|
-46,067
|
-19%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.84M
|
-$116K
|
-4,554
|
-2%
|
|
|
19
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.45M
|
+$3.82K
|
+150
|
+0.1%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.22M
|
-$376K
|
-14,772
|
-8%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$4.05M
|
-$383K
|
-15,017
|
-9%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.92M
|
-$301K
|
-11,815
|
-7%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$3.58M
|
-$137K
|
-5,357
|
-4%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.57M
|
-$241K
|
-9,452
|
-6%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.37M
|
-$572K
|
-22,451
|
-15%
|
|
