|
1
|
Bank of America
Charlotte,
North Carolina
|
$214M
|
-$18.3M
|
-128,052
|
-7%
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
$90.7M
|
–
|
–
|
–
|
|
|
3
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$70.4M
|
+$4.32M
|
+30,193
|
+6%
|
|
|
4
|
|
$69.7M
|
-$425K
|
-2,970
|
-0.6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$65M
|
+$15.2M
|
+106,490
|
+28%
|
|
|
6
|
Cadence Bank
Tupelo,
Mississippi
|
$61.3M
|
-$1.02M
|
-7,141
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$53.9M
|
+$6.7M
|
+46,777
|
+13%
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
$52.9M
|
+$573
|
+4
|
+0%
|
|
|
9
|
New York Life Investment Management
New York
|
$48.7M
|
+$8.87M
|
+61,965
|
+20%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$43.1M
|
+$923K
|
+6,443
|
+2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$41.8M
|
+$2.61M
|
+18,243
|
+6%
|
|
|
12
|
Leavell Investment Management
Mobile,
Alabama
|
$40.2M
|
+$1.54M
|
+10,770
|
+4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$39.8M
|
-$1.21M
|
-8,476
|
-3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$36.3M
|
-$5.69M
|
-39,758
|
-13%
|
|
|
15
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$34.9M
|
+$818K
|
+5,716
|
+2%
|
|
|
16
|
Verus Financial Partners
Richmond,
Virginia
|
$34.6M
|
-$1.24M
|
-8,677
|
-3%
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$29M
|
+$3.06M
|
+21,390
|
+11%
|
|
|
18
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$28.6M
|
+$8.22M
|
+57,416
|
+36%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.8M
|
+$1.47M
|
+10,270
|
+5%
|
|
|
20
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$26M
|
+$936K
|
+6,540
|
+3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.1M
|
+$66.9K
|
+467
|
+0.3%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$19.1M
|
-$320K
|
-2,233
|
-2%
|
|
|
23
|
FDx Advisors
Chicago,
Illinois
|
$18.4M
|
+$20M
|
+139,919
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.1M
|
-$2.53M
|
-17,645
|
-12%
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
$17.1M
|
+$2.09M
|
+14,611
|
+13%
|
|
