|
1
|
Bank of America
Charlotte,
North Carolina
|
$278M
|
+$8.52M
|
+54,305
|
+3%
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
$109M
|
–
|
–
|
–
|
|
|
3
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$98.8M
|
+$97.5M
|
+621,465
|
New
|
|
|
4
|
|
$84.6M
|
-$7.23M
|
-46,101
|
-8%
|
|
|
5
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$80.2M
|
+$772K
|
+4,918
|
+1%
|
|
|
6
|
Cadence Bank
Tupelo,
Mississippi
|
$75.1M
|
-$3.29M
|
-20,976
|
-4%
|
|
|
7
|
Ancora Advisors
Cleveland,
Ohio
|
$63.8M
|
-$15.2K
|
-97
|
-0%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.5M
|
-$7.8M
|
-49,711
|
-11%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$57.6M
|
+$2M
|
+12,721
|
+4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$51M
|
+$337K
|
+2,147
|
+0.7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$50.2M
|
+$1.91M
|
+12,164
|
+4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$49.3M
|
-$1.36M
|
-8,640
|
-3%
|
|
|
13
|
New York Life Investment Management
New York
|
$49M
|
+$3.3M
|
+21,060
|
+7%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$47.5M
|
-$2.89M
|
-18,419
|
-6%
|
|
|
15
|
Leavell Investment Management
Mobile,
Alabama
|
$46.8M
|
+$2.49M
|
+15,872
|
+6%
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$41.1M
|
-$5.22M
|
-33,292
|
-11%
|
|
|
17
|
Verus Financial Partners
Richmond,
Virginia
|
$39.5M
|
-$360K
|
-2,292
|
-0.9%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$33.3M
|
-$10.1M
|
-64,343
|
-23%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.9M
|
+$2.09M
|
+13,301
|
+7%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$31.5M
|
-$657K
|
-4,185
|
-2%
|
|
|
21
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$30.3M
|
-$2.07M
|
-13,163
|
-6%
|
|
|
22
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$25.4M
|
+$1.21M
|
+7,682
|
+5%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.2M
|
+$372K
|
+2,369
|
+2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.5M
|
+$1.16M
|
+7,377
|
+5%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$23.3M
|
+$4.41M
|
+28,081
|
+24%
|
|
