|
1
|
Bank of America
Charlotte,
North Carolina
|
$213M
|
-$5M
|
-42,366
|
-2%
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
$135M
|
-$33.3M
|
-282,000
|
-20%
|
|
|
3
|
|
$114M
|
-$6.18M
|
-52,394
|
-5%
|
|
|
4
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$59.8M
|
-$511K
|
-4,334
|
-0.9%
|
|
|
5
|
Cadence Bank
Tupelo,
Mississippi
|
$52.9M
|
+$2.12M
|
+17,953
|
+4%
|
|
|
6
|
Ancora Advisors
Cleveland,
Ohio
|
$48.2M
|
+$472
|
+4
|
+0%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.3M
|
+$1.76M
|
+14,888
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$40.1M
|
+$835K
|
+7,077
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$39.1M
|
-$2.57M
|
-21,768
|
-6%
|
|
|
10
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$38.2M
|
+$1.92M
|
+16,304
|
+5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$31.4M
|
-$767K
|
-6,502
|
-2%
|
|
|
12
|
Leavell Investment Management
Mobile,
Alabama
|
$31.3M
|
+$886K
|
+7,513
|
+3%
|
|
|
13
|
Keel Point
Huntsville,
Alabama
|
$29.1M
|
+$3.83M
|
+32,438
|
+15%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.5M
|
-$942K
|
-7,980
|
-3%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$23.1M
|
-$4.16M
|
-35,225
|
-15%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.7M
|
+$4.61M
|
+39,085
|
+28%
|
|
|
17
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$19.8M
|
+$14.1M
|
+119,421
|
+259%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.7M
|
-$353K
|
-2,988
|
-2%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$17.3M
|
+$2.29M
|
+19,421
|
+16%
|
|
|
20
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$16M
|
-$7.41M
|
-62,794
|
-32%
|
|
|
21
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$14.5M
|
+$4.74M
|
+40,157
|
+50%
|
|
|
22
|
Black Diamond Financial
Towson,
Maryland
|
$14.4M
|
+$10.7K
|
+91
|
+0.1%
|
|
|
23
|
New York Life Investment Management
New York
|
$13.4M
|
+$10.3M
|
+87,566
|
+359%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$13.4M
|
+$57.8K
|
+490
|
+0.4%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.4M
|
-$1.08M
|
-9,177
|
-8%
|
|
