|
1
|
Bank of America
Charlotte,
North Carolina
|
$247M
|
-$5.41M
|
-39,505
|
-2%
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
$213M
|
+$53.2M
|
+388,000
|
+34%
|
|
|
3
|
|
$112M
|
-$2.81M
|
-20,469
|
-2%
|
|
|
4
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$70.8M
|
+$105K
|
+766
|
+0.2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.5M
|
+$13M
|
+94,829
|
+24%
|
|
|
6
|
Cadence Bank
Tupelo,
Mississippi
|
$63.9M
|
-$400K
|
-2,921
|
-0.6%
|
|
|
7
|
Ancora Advisors
Cleveland,
Ohio
|
$56.2M
|
-$194K
|
-1,419
|
-0.4%
|
|
|
8
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$45M
|
+$477K
|
+3,479
|
+1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$44.5M
|
-$537K
|
-3,920
|
-1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$43.4M
|
+$567K
|
+4,137
|
+1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$42.6M
|
+$2.19M
|
+15,987
|
+6%
|
|
|
12
|
Verus Financial Partners
Richmond,
Virginia
|
$38.9M
|
-$1.04M
|
-7,623
|
-3%
|
|
|
13
|
Leavell Investment Management
Mobile,
Alabama
|
$33.2M
|
+$682K
|
+4,977
|
+2%
|
|
|
14
|
New York Life Investment Management
New York
|
$28.9M
|
+$4.4M
|
+32,123
|
+18%
|
|
|
15
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$25.8M
|
+$2.37M
|
+17,314
|
+10%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$25.7M
|
-$546K
|
-3,986
|
-2%
|
|
|
17
|
Keel Point
Huntsville,
Alabama
|
$23.9M
|
-$7.82M
|
-57,047
|
-25%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.4M
|
-$433K
|
-3,161
|
-2%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$22.4M
|
-$934K
|
-6,812
|
-4%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$20.9M
|
+$2.68M
|
+19,559
|
+15%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.7M
|
+$8.63K
|
+63
|
+0%
|
|
|
22
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$18.1M
|
-$976K
|
-7,118
|
-5%
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$18M
|
+$449K
|
+3,277
|
+3%
|
|
|
24
|
Merriman Wealth Management
Seattle,
Washington
|
$17.9M
|
+$17.3M
|
+125,926
|
+7,208%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.2M
|
+$318K
|
+2,323
|
+2%
|
|
