|
1
|
Colony Group
Boston,
Massachusetts
|
$54.4M
|
+$54.2M
|
+2,055,381
|
+22,838%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$41.3M
|
+$1.44M
|
+54,636
|
+4%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$23.9M
|
-$343K
|
-12,996
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$21.6M
|
-$1.19M
|
-45,054
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.4M
|
-$225K
|
-8,525
|
-1%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$19.8M
|
+$404K
|
+15,333
|
+2%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$17M
|
+$826K
|
+31,316
|
+5%
|
|
|
8
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$14.8M
|
+$436K
|
+16,550
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
+$5.35M
|
+203,075
|
+64%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.2M
|
-$735K
|
-27,888
|
-5%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$12.2M
|
+$535K
|
+20,300
|
+5%
|
|
|
12
|
|
$11.9M
|
+$3.35M
|
+127,147
|
+39%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$8.22M
|
-$220K
|
-8,364
|
-3%
|
|
|
14
|
Leavell Investment Management
Mobile,
Alabama
|
$7.83M
|
-$47.4K
|
-1,800
|
-0.6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.41M
|
+$214K
|
+8,106
|
+3%
|
|
|
16
|
Praetorian Wealth Management
Carmel,
California
|
$5.75M
|
-$253K
|
-9,593
|
-4%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$5.57M
|
+$626K
|
+23,754
|
+13%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.21M
|
+$723K
|
+27,441
|
+16%
|
|
|
19
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$5M
|
+$167K
|
+6,334
|
+3%
|
|
|
20
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.32M
|
-$388K
|
-14,733
|
-8%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.01M
|
-$18.2K
|
-692
|
-0.5%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.78M
|
-$312K
|
-11,823
|
-8%
|
|
|
23
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$3.64M
|
+$16.4K
|
+622
|
+0.5%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.49M
|
+$70.8K
|
+2,687
|
+2%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$3.13M
|
+$381K
|
+14,459
|
+14%
|
|
