|
1
|
Bank of America
Charlotte,
North Carolina
|
$193M
|
-$10.6M
|
-76,675
|
-5%
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
$68.4M
|
-$19.4M
|
-139,880
|
-20%
|
|
|
3
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$66.5M
|
-$242K
|
-1,745
|
-0.3%
|
|
|
4
|
|
$63.5M
|
-$2.88M
|
-20,770
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.2M
|
-$4.9M
|
-35,312
|
-7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$56.9M
|
+$6.51M
|
+46,938
|
+11%
|
|
|
7
|
Cadence Bank
Tupelo,
Mississippi
|
$56.8M
|
-$1.38M
|
-9,929
|
-2%
|
|
|
8
|
New York Life Investment Management
New York
|
$52.1M
|
+$6.64M
|
+47,870
|
+13%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$52M
|
+$54.3M
|
+391,329
|
+1,540%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$43.7M
|
+$3.17M
|
+22,871
|
+7%
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$38.7M
|
+$512K
|
+3,691
|
+1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$37.1M
|
-$589K
|
-4,245
|
-1%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$35.8M
|
-$4.17M
|
-30,032
|
-9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$34.6M
|
+$186K
|
+1,339
|
+0.5%
|
|
|
15
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$32.5M
|
-$776K
|
-5,590
|
-2%
|
|
|
16
|
Verus Financial Partners
Richmond,
Virginia
|
$31.9M
|
-$250K
|
-1,800
|
-0.7%
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$25.4M
|
-$2.26M
|
-16,297
|
-7%
|
|
|
18
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$23M
|
-$1.77M
|
-12,735
|
-6%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23M
|
-$3.71M
|
-26,755
|
-13%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.3M
|
+$275K
|
+1,980
|
+1%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$19.2M
|
+$1.27M
|
+9,128
|
+6%
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$18.4M
|
+$2.47M
|
+17,822
|
+14%
|
|
|
23
|
FDx Advisors
Chicago,
Illinois
|
$17.2M
|
-$320K
|
-2,306
|
-2%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15.6M
|
+$86.7K
|
+625
|
+0.5%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.2M
|
-$582K
|
-4,193
|
-3%
|
|
