|
1
|
Bank of America
Charlotte,
North Carolina
|
$84.7M
|
+$11.5M
|
+122,560
|
+14%
|
|
|
2
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$39.3M
|
+$192K
|
+2,057
|
+0.5%
|
|
|
3
|
Cadence Bank
Tupelo,
Mississippi
|
$35.3M
|
+$639K
|
+6,835
|
+2%
|
|
|
4
|
Verus Financial Partners
Richmond,
Virginia
|
$33.8M
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$33.3M
|
+$3.72M
|
+39,769
|
+12%
|
|
|
6
|
|
$32.2M
|
+$4.96M
|
+53,119
|
+17%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$32.1M
|
+$3.59M
|
+38,425
|
+12%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$27M
|
+$11.3M
|
+121,261
|
+64%
|
|
|
9
|
Ancora Advisors
Cleveland,
Ohio
|
$25.7M
|
-$584K
|
-6,248
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$21.5M
|
+$1.67M
|
+17,817
|
+8%
|
|
|
11
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$20.1M
|
+$18.8M
|
+200,648
|
+652%
|
|
|
12
|
Leavell Investment Management
Mobile,
Alabama
|
$19.7M
|
-$1.32M
|
-14,148
|
-6%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.6M
|
+$10.6M
|
+113,844
|
+584%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.5M
|
+$380K
|
+4,064
|
+3%
|
|
|
15
|
Nippon Life Insurance
Tokyo,
Japan
|
$10M
|
–
|
–
|
–
|
|
|
16
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$8.69M
|
–
|
–
|
–
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.39M
|
+$2.05M
|
+21,896
|
+35%
|
|
|
18
|
Capital Advantage
Walnut Creek,
California
|
$6.29M
|
-$19.4K
|
-208
|
-0.3%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$6.03M
|
+$898K
|
+9,611
|
+16%
|
|
|
20
|
American Investment Services
Great Barrington,
Massachusetts
|
$5.77M
|
-$459K
|
-4,913
|
-7%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.17M
|
+$152K
|
+1,627
|
+3%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.92M
|
+$146K
|
+1,558
|
+3%
|
|
|
23
|
Bank of New York Mellon
New York
|
$4.69M
|
-$555K
|
-5,940
|
-10%
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$4.46M
|
+$17.7K
|
+189
|
+0.4%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$4.15M
|
+$4.46M
|
+47,721
|
New
|
|
