|
1
|
Charles Schwab
San Francisco,
California
|
$400M
|
+$402M
|
+8,679,689
|
New
|
|
|
2
|
|
$329M
|
+$15.9M
|
+344,287
|
+5%
|
|
|
3
|
|
$308M
|
-$47.8M
|
-1,032,871
|
-13%
|
|
|
4
|
Savant Capital
Rockford,
Illinois
|
$296M
|
+$134M
|
+2,898,914
|
+82%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$294M
|
+$36.6M
|
+791,361
|
+14%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$266M
|
+$93.7M
|
+2,023,188
|
+54%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$167M
|
+$23.8M
|
+513,347
|
+17%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$120M
|
+$2.84M
|
+61,379
|
+2%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$115M
|
+$9.97M
|
+215,345
|
+9%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$105M
|
+$5.71M
|
+123,329
|
+6%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$80M
|
+$12.3M
|
+266,528
|
+18%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$75.7M
|
+$7.57M
|
+163,464
|
+11%
|
|
|
13
|
Southern Financial Group
Birmingham,
Alabama
|
$62.2M
|
+$1.92M
|
+41,516
|
+3%
|
|
|
14
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$55.4M
|
+$41.8M
|
+903,176
|
+301%
|
|
|
15
|
Cary Street Partners
Richmond,
Virginia
|
$52M
|
+$2.97M
|
+64,239
|
+6%
|
|
|
16
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$50.9M
|
+$1.01M
|
+21,838
|
+2%
|
|
|
17
|
Williams Financial
North Bennington,
Vermont
|
$48.4M
|
-$122K
|
-2,635
|
-0.3%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$47.6M
|
-$3.46M
|
-74,786
|
-7%
|
|
|
19
|
Hilton Capital Management
Garden City,
New York
|
$44.7M
|
+$1.93M
|
+41,605
|
+4%
|
|
|
20
|
D'Orazio & Associates
Falls Church,
Virginia
|
$43.6M
|
+$592K
|
+12,777
|
+1%
|
|
|
21
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$41.7M
|
+$1.44M
|
+31,186
|
+4%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$40.8M
|
-$11.4M
|
-246,882
|
-22%
|
|
|
23
|
Enclave Advisors
Austin,
Texas
|
$40.5M
|
-$2.75M
|
-59,292
|
-6%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$37.3M
|
-$1.2M
|
-25,823
|
-3%
|
|
|
25
|
Diversified Enterprises
Wilmington,
Delaware
|
$36.5M
|
+$1.55M
|
+33,443
|
+4%
|
|
