|
1
|
Bank of America
Charlotte,
North Carolina
|
$267M
|
-$1.33M
|
-8,989
|
-0.5%
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
$203M
|
-$27.5M
|
-185,900
|
-12%
|
|
|
3
|
|
$89.3M
|
-$31.9M
|
-215,675
|
-27%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$77.5M
|
+$3.02M
|
+20,438
|
+4%
|
|
|
5
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$77.3M
|
+$411K
|
+2,780
|
+0.6%
|
|
|
6
|
Cadence Bank
Tupelo,
Mississippi
|
$68.7M
|
-$746K
|
-5,046
|
-1%
|
|
|
7
|
Ancora Advisors
Cleveland,
Ohio
|
$61.1M
|
+$3.4K
|
+23
|
+0%
|
|
|
8
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$51.2M
|
+$2.18M
|
+14,760
|
+5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$48.1M
|
-$249K
|
-1,684
|
-0.5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$46M
|
-$1.13M
|
-7,618
|
-2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$42.9M
|
+$18.2M
|
+122,748
|
+77%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$40.8M
|
-$5.3M
|
-35,823
|
-12%
|
|
|
13
|
Verus Financial Partners
Richmond,
Virginia
|
$40.2M
|
-$1.18M
|
-7,966
|
-3%
|
|
|
14
|
Leavell Investment Management
Mobile,
Alabama
|
$33.2M
|
–
|
–
|
–
|
|
|
15
|
New York Life Investment Management
New York
|
$33M
|
+$1.57M
|
+10,643
|
+5%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$28.2M
|
+$249K
|
+1,686
|
+0.9%
|
|
|
17
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$28M
|
-$79.1K
|
-535
|
-0.3%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.6M
|
+$183K
|
+1,235
|
+0.8%
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$24.5M
|
+$1.75M
|
+11,848
|
+8%
|
|
|
20
|
CreativeOne Wealth
Overland Park,
Kansas
|
$23.4M
|
+$3.82M
|
+25,820
|
+20%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23M
|
+$457K
|
+3,091
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.5M
|
+$779K
|
+5,267
|
+4%
|
|
|
23
|
Black Diamond Financial
Towson,
Maryland
|
$17.7M
|
+$105K
|
+708
|
+0.6%
|
|
|
24
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$17.2M
|
+$16.3M
|
+110,109
|
+4,026%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.5M
|
+$4.27M
|
+28,853
|
+36%
|
|
