|
1
|
Bank of America
Charlotte,
North Carolina
|
$240M
|
+$2.6M
|
+20,584
|
+1%
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
$151M
|
–
|
–
|
–
|
|
|
3
|
|
$110M
|
-$15.9M
|
-125,961
|
-13%
|
|
|
4
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$67.3M
|
+$695K
|
+5,495
|
+1%
|
|
|
5
|
Cadence Bank
Tupelo,
Mississippi
|
$61.2M
|
+$2.21M
|
+17,435
|
+4%
|
|
|
6
|
Ancora Advisors
Cleveland,
Ohio
|
$53.7M
|
+$10.1K
|
+80
|
+0%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.5M
|
+$966K
|
+7,637
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$42.8M
|
-$595K
|
-4,706
|
-1%
|
|
|
9
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$42.4M
|
-$142K
|
-1,123
|
-0.4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$40.8M
|
-$3.61M
|
-28,575
|
-9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$38.4M
|
+$3.22M
|
+25,485
|
+10%
|
|
|
12
|
Verus Financial Partners
Richmond,
Virginia
|
$37M
|
+$35.1M
|
+277,148
|
New
|
|
|
13
|
Leavell Investment Management
Mobile,
Alabama
|
$31M
|
-$3.65M
|
-28,869
|
-11%
|
|
|
14
|
Keel Point
Huntsville,
Alabama
|
$30.3M
|
-$2M
|
-15,840
|
-7%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$25M
|
-$705K
|
-5,578
|
-3%
|
|
|
16
|
New York Life Investment Management
New York
|
$23.2M
|
+$7.84M
|
+62,006
|
+55%
|
|
|
17
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$22.3M
|
+$160K
|
+1,265
|
+0.8%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$22.2M
|
+$2.72M
|
+21,520
|
+15%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.8M
|
-$7.3M
|
-57,684
|
-26%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.7M
|
+$56.3K
|
+445
|
+0.3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.7M
|
-$5.08M
|
-40,191
|
-22%
|
|
|
22
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$18.2M
|
+$295K
|
+2,336
|
+2%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$17.3M
|
+$1.03M
|
+8,133
|
+7%
|
|
|
24
|
CreativeOne Wealth
Overland Park,
Kansas
|
$16.7M
|
+$3.7M
|
+29,278
|
+31%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.1M
|
+$2.12M
|
+16,747
|
+16%
|
|
