|
1
|
|
$358M
|
+$14M
|
+301,897
|
+4%
|
|
|
2
|
|
$314M
|
+$64.6M
|
+1,393,857
|
+26%
|
|
|
3
|
Sequoia Financial Advisors
Akron,
Ohio
|
$259M
|
+$45.5M
|
+982,593
|
+21%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$174M
|
+$54.8M
|
+1,181,828
|
+46%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$164M
|
+$354K
|
+7,636
|
+0.2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$144M
|
+$42.7M
|
+922,529
|
+42%
|
|
|
7
|
Heritage Financial Services
Westwood,
Massachusetts
|
$132M
|
+$25.2M
|
+543,246
|
+24%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$118M
|
+$4.79M
|
+103,386
|
+4%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$105M
|
+$7.88M
|
+170,111
|
+8%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$100M
|
+$2.07M
|
+44,625
|
+2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$68.5M
|
-$20.1M
|
-434,761
|
-23%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$68M
|
+$27.1M
|
+584,808
|
+66%
|
|
|
13
|
Southern Financial Group
Birmingham,
Alabama
|
$60.5M
|
+$60.6M
|
+1,307,737
|
New
|
|
|
14
|
Rockefeller Capital Management
New York
|
$52.4M
|
+$49.5M
|
+1,068,410
|
+1,681%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$51.3M
|
-$4.33M
|
-93,521
|
-8%
|
|
|
16
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$50.1M
|
+$1.7M
|
+36,641
|
+4%
|
|
|
17
|
Cary Street Partners
Richmond,
Virginia
|
$49.2M
|
-$2.64M
|
-56,922
|
-5%
|
|
|
18
|
Williams Financial
North Bennington,
Vermont
|
$48.8M
|
+$27.7M
|
+597,595
|
+131%
|
|
|
19
|
Enclave Advisors
Austin,
Texas
|
$43.4M
|
+$2.99M
|
+64,477
|
+7%
|
|
|
20
|
D'Orazio & Associates
Falls Church,
Virginia
|
$43.2M
|
+$1.47M
|
+31,687
|
+4%
|
|
|
21
|
Hilton Capital Management
Garden City,
New York
|
$42.9M
|
+$1.21M
|
+26,068
|
+3%
|
|
|
22
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$40.5M
|
+$3.84M
|
+82,799
|
+10%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$38.7M
|
+$3.71M
|
+80,077
|
+11%
|
|
|
24
|
Diversified Enterprises
Wilmington,
Delaware
|
$35.2M
|
+$985K
|
+21,271
|
+3%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$30.2M
|
+$8.25M
|
+177,981
|
+37%
|
|
