|
1
|
Bank of America
Charlotte,
North Carolina
|
$120M
|
-$2.4M
|
-23,428
|
-2%
|
|
|
2
|
Cassaday & Co
Mclean,
Virginia
|
$95.2M
|
+$1.74M
|
+16,995
|
+2%
|
|
|
3
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$47M
|
-$632K
|
-6,181
|
-1%
|
|
|
4
|
Cadence Bank
Tupelo,
Mississippi
|
$43.3M
|
+$414K
|
+4,048
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.7M
|
+$3.93M
|
+38,440
|
+11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$38.8M
|
+$12.4M
|
+120,924
|
+47%
|
|
|
7
|
|
$35.8M
|
-$640K
|
-6,258
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$32.4M
|
-$286K
|
-2,795
|
-0.9%
|
|
|
9
|
Verus Financial Partners
Richmond,
Virginia
|
$32.2M
|
-$1.1M
|
-10,731
|
-3%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$31.9M
|
+$8.63M
|
+84,376
|
+37%
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$30.6M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$26M
|
-$2.38M
|
-23,299
|
-8%
|
|
|
13
|
Leavell Investment Management
Mobile,
Alabama
|
$24.9M
|
+$319K
|
+3,118
|
+1%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.4M
|
+$838K
|
+8,195
|
+4%
|
|
|
15
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$18M
|
+$17.9M
|
+174,657
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.2M
|
-$162K
|
-1,587
|
-1%
|
|
|
17
|
Nippon Life Insurance
Tokyo,
Japan
|
$12.2M
|
–
|
–
|
–
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
+$836K
|
+8,174
|
+8%
|
|
|
19
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$10.3M
|
–
|
–
|
–
|
|
|
20
|
Capital Advantage
Walnut Creek,
California
|
$8.86M
|
+$8.79M
|
+85,908
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.59M
|
+$1.45M
|
+14,128
|
+24%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.55M
|
+$171K
|
+1,667
|
+2%
|
|
|
23
|
Bank of New York Mellon
New York
|
$7.25M
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.07M
|
+$3.55M
|
+34,740
|
+103%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$6.94M
|
+$596K
|
+5,831
|
+9%
|
|
