|
1
|
Bank of America
Charlotte,
North Carolina
|
$135M
|
+$4.65M
|
+43,529
|
+4%
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
$108M
|
+$104M
|
+970,800
|
New
|
|
|
3
|
Cassaday & Co
Mclean,
Virginia
|
$104M
|
+$875K
|
+8,194
|
+0.9%
|
|
|
4
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$50.5M
|
-$412K
|
-3,863
|
-0.8%
|
|
|
5
|
Cadence Bank
Tupelo,
Mississippi
|
$46.8M
|
-$105K
|
-980
|
-0.2%
|
|
|
6
|
|
$45.9M
|
+$6.8M
|
+63,716
|
+18%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.4M
|
-$1.62M
|
-15,199
|
-4%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$42.3M
|
+$7.35M
|
+68,844
|
+22%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$34.9M
|
-$183K
|
-1,710
|
-0.5%
|
|
|
10
|
Verus Financial Partners
Richmond,
Virginia
|
$33.7M
|
-$1.17M
|
-10,921
|
-3%
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$33.1M
|
–
|
–
|
–
|
|
|
12
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$32.8M
|
+$25M
|
+233,973
|
+390%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$31M
|
-$10.6M
|
-99,110
|
-26%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$29.4M
|
+$1.27M
|
+11,894
|
+5%
|
|
|
15
|
Leavell Investment Management
Mobile,
Alabama
|
$27M
|
+$961
|
+9
|
+0%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.4M
|
-$755K
|
-7,072
|
-3%
|
|
|
17
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$19.5M
|
-$26.9K
|
-252
|
-0.1%
|
|
|
18
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$15.2M
|
+$14.5M
|
+136,029
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.6M
|
+$6.59M
|
+61,769
|
+90%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.9M
|
-$325K
|
-3,044
|
-2%
|
|
|
21
|
Nippon Life Insurance
Tokyo,
Japan
|
$12.9M
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$12.4M
|
+$221K
|
+2,066
|
+2%
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$9.88M
|
+$51.5K
|
+482
|
+0.6%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.48M
|
+$287K
|
+2,686
|
+4%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$8.43M
|
+$874K
|
+8,186
|
+12%
|
|
