|
1
|
Bank of America
Charlotte,
North Carolina
|
$285M
|
+$1.13M
|
+6,957
|
+0.4%
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
$116M
|
-$41.7M
|
-255,929
|
-27%
|
|
|
3
|
|
$97.2M
|
+$2.59M
|
+15,899
|
+3%
|
|
|
4
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$83.9M
|
-$2.22M
|
-13,636
|
-3%
|
|
|
5
|
Cadence Bank
Tupelo,
Mississippi
|
$82.9M
|
+$3.8M
|
+23,281
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.4M
|
-$782K
|
-4,797
|
-1%
|
|
|
7
|
Ancora Advisors
Cleveland,
Ohio
|
$67.4M
|
+$1.14K
|
+7
|
+0%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$58.8M
|
+$5.98M
|
+36,678
|
+12%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$53.6M
|
+$2.92M
|
+17,934
|
+6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$53.6M
|
+$43.2K
|
+265
|
+0.1%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$53.3M
|
-$707K
|
-4,339
|
-1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$51M
|
-$1.32M
|
-8,126
|
-3%
|
|
|
13
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$49.1M
|
+$3.42K
|
+21
|
+0%
|
|
|
14
|
New York Life Investment Management
New York
|
$48.2M
|
+$2.9M
|
+17,772
|
+7%
|
|
|
15
|
Leavell Investment Management
Mobile,
Alabama
|
$46.8M
|
+$2.09M
|
+12,823
|
+5%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$46.1M
|
+$3.71M
|
+22,729
|
+9%
|
|
|
17
|
Verus Financial Partners
Richmond,
Virginia
|
$43.5M
|
-$143K
|
-875
|
-0.3%
|
|
|
18
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$37.3M
|
+$616K
|
+3,780
|
+2%
|
|
|
19
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$34.2M
|
+$1.64M
|
+10,059
|
+5%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$34M
|
+$1.91M
|
+11,724
|
+6%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.5M
|
+$16.5M
|
+101,028
|
+110%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.5M
|
+$3.25M
|
+19,928
|
+12%
|
|
|
23
|
Win Advisors
Palm Beach Gardens,
Florida
|
$29.8M
|
+$28.9M
|
+177,033
|
New
|
|
|
24
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$25.5M
|
+$3.16M
|
+19,400
|
+15%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.2M
|
-$454K
|
-2,784
|
-2%
|
|
