|
1
|
Bank of America
Charlotte,
North Carolina
|
$196M
|
-$9M
|
-67,391
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$81.7M
|
+$21.2M
|
+158,670
|
+35%
|
|
|
3
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$70.5M
|
+$51.7K
|
+387
|
+0.1%
|
|
|
4
|
|
$65.9M
|
-$1.44M
|
-10,811
|
-2%
|
|
|
5
|
New York Life Investment Management
New York
|
$62.3M
|
+$7.02M
|
+52,532
|
+13%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$60M
|
-$422K
|
-3,156
|
-0.7%
|
|
|
7
|
Cadence Bank
Tupelo,
Mississippi
|
$59.8M
|
-$451K
|
-3,373
|
-0.7%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55M
|
-$138K
|
-1,030
|
-0.2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$50.1M
|
+$13.6M
|
+101,746
|
+37%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$43M
|
-$3.4M
|
-25,430
|
-7%
|
|
|
11
|
Global Endowment Management
Charlotte,
North Carolina
|
$41.1M
|
-$31.7M
|
-237,405
|
-43%
|
|
|
12
|
Leavell Investment Management
Mobile,
Alabama
|
$39.9M
|
-$960K
|
-7,188
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$38.2M
|
-$1.21M
|
-9,088
|
-3%
|
|
|
14
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$33.2M
|
-$1.1M
|
-8,218
|
-3%
|
|
|
15
|
Verus Financial Partners
Richmond,
Virginia
|
$33.1M
|
-$1.45M
|
-10,847
|
-4%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$29.5M
|
-$8.62M
|
-64,540
|
-22%
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$27.2M
|
+$291K
|
+2,178
|
+1%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$26.7M
|
+$26.9M
|
+201,432
|
New
|
|
|
19
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$23.9M
|
-$483K
|
-3,616
|
-2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.5M
|
-$843K
|
-6,311
|
-3%
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$22.3M
|
+$2.81M
|
+21,046
|
+14%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.2M
|
-$233K
|
-1,742
|
-1%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$20M
|
-$392K
|
-2,934
|
-2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.3M
|
+$2.7M
|
+20,204
|
+17%
|
|
|
25
|
FDx Advisors
Chicago,
Illinois
|
$17.7M
|
-$496K
|
-3,714
|
-3%
|
|
