|
1
|
Bank of America
Charlotte,
North Carolina
|
$120M
|
+$7.53M
|
+75,615
|
+7%
|
|
|
2
|
Cassaday & Co
Mclean,
Virginia
|
$91.8M
|
+$15.2M
|
+152,738
|
+20%
|
|
|
3
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$46.8M
|
-$61.9K
|
-621
|
-0.1%
|
|
|
4
|
Cadence Bank
Tupelo,
Mississippi
|
$42.1M
|
+$255K
|
+2,562
|
+0.6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$36M
|
+$5.6M
|
+56,206
|
+19%
|
|
|
6
|
|
$35.8M
|
-$484K
|
-4,857
|
-1%
|
|
|
7
|
Verus Financial Partners
Richmond,
Virginia
|
$32.7M
|
-$451K
|
-4,533
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$32.1M
|
-$1.15M
|
-11,563
|
-4%
|
|
|
9
|
Ancora Advisors
Cleveland,
Ohio
|
$30M
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$27.8M
|
+$2.67M
|
+26,777
|
+11%
|
|
|
11
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$25.9M
|
+$1.12M
|
+11,221
|
+5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$25.9M
|
-$10.6M
|
-106,675
|
-29%
|
|
|
13
|
Leavell Investment Management
Mobile,
Alabama
|
$24.3M
|
+$1.16M
|
+11,674
|
+5%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$22.8M
|
+$12.6M
|
+126,439
|
+128%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.2M
|
+$6.21M
|
+62,306
|
+45%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.1M
|
-$226K
|
-2,269
|
-2%
|
|
|
17
|
Nippon Life Insurance
Tokyo,
Japan
|
$11.7M
|
–
|
–
|
–
|
|
|
18
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$10.1M
|
–
|
–
|
–
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$10.1M
|
+$1.83M
|
+18,382
|
+22%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.24M
|
+$381K
|
+3,828
|
+6%
|
|
|
21
|
Bank of New York Mellon
New York
|
$7.12M
|
-$399K
|
-4,002
|
-5%
|
|
|
22
|
American Investment Services
Great Barrington,
Massachusetts
|
$6.76M
|
–
|
–
|
–
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.72M
|
-$1.72M
|
-17,247
|
-21%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$6.13M
|
+$6.12M
|
+61,447
|
New
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.02M
|
+$188K
|
+1,886
|
+3%
|
|
