|
1
|
Bank of America
Charlotte,
North Carolina
|
$136M
|
+$30.3M
|
+283,888
|
+23%
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
$118M
|
+$34.6M
|
+324,500
|
+33%
|
|
|
3
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$45.8M
|
+$5.53M
|
+51,815
|
+11%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$42.4M
|
+$9.4M
|
+88,177
|
+23%
|
|
|
5
|
|
$39.3M
|
+$2.2M
|
+20,675
|
+5%
|
|
|
6
|
Cadence Bank
Tupelo,
Mississippi
|
$38.4M
|
+$334K
|
+3,136
|
+0.7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.1M
|
+$722K
|
+6,770
|
+2%
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
$32M
|
+$5.89M
|
+55,212
|
+19%
|
|
|
9
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$28.2M
|
+$1.58M
|
+14,794
|
+5%
|
|
|
10
|
Verus Financial Partners
Richmond,
Virginia
|
$26.5M
|
-$1.12M
|
-10,494
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
-$3.25M
|
-30,506
|
-10%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$24.4M
|
-$997K
|
-9,347
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$23.2M
|
-$930K
|
-8,725
|
-3%
|
|
|
14
|
Leavell Investment Management
Mobile,
Alabama
|
$22.7M
|
+$827K
|
+7,759
|
+3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.1M
|
+$26.5M
|
+248,519
|
New
|
|
|
16
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$14.7M
|
-$1.33M
|
-12,511
|
-7%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14M
|
+$3.09M
|
+28,934
|
+23%
|
|
|
18
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$11.6M
|
-$908K
|
-8,513
|
-6%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$10.2M
|
+$208K
|
+1,949
|
+2%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$10M
|
+$7.4M
|
+69,423
|
+170%
|
|
|
21
|
Black Diamond Financial
Towson,
Maryland
|
$9.4M
|
+$7.88M
|
+73,884
|
+250%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.06M
|
-$3.28M
|
-30,743
|
-24%
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$8.82M
|
+$63.9K
|
+599
|
+0.7%
|
|
|
24
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$7.33M
|
+$4.07M
|
+38,166
|
+90%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7M
|
+$113K
|
+1,061
|
+1%
|
|
