|
1
|
Bank of America
Charlotte,
North Carolina
|
$208M
|
-$3.65M
|
-26,334
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.2M
|
-$2.02M
|
-14,582
|
-2%
|
|
|
3
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$77.2M
|
+$940K
|
+6,791
|
+1%
|
|
|
4
|
|
$71.2M
|
-$5.68K
|
-41
|
-0%
|
|
|
5
|
Cadence Bank
Tupelo,
Mississippi
|
$63.5M
|
-$1.08M
|
-7,767
|
-2%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$59.7M
|
+$156K
|
+1,130
|
+0.3%
|
|
|
7
|
New York Life Investment Management
New York
|
$59.4M
|
-$7.64M
|
-55,154
|
-12%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$54.1M
|
-$10.3M
|
-74,673
|
-16%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$53.7M
|
-$511K
|
-3,689
|
-1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$49.7M
|
+$3.14M
|
+22,658
|
+7%
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$48.4M
|
+$5.07M
|
+36,599
|
+12%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$45.2M
|
+$15.3M
|
+110,273
|
+54%
|
|
|
13
|
EP Wealth Advisors
Torrance,
California
|
$44.7M
|
+$29.2M
|
+210,837
|
New
|
|
|
14
|
Global Endowment Management
Charlotte,
North Carolina
|
$44.5M
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$42M
|
+$656K
|
+4,742
|
+2%
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$33.6M
|
-$2.23M
|
-16,125
|
-6%
|
|
|
17
|
Verus Financial Partners
Richmond,
Virginia
|
$33M
|
-$433K
|
-3,126
|
-1%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$29M
|
+$203K
|
+1,466
|
+0.7%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$29M
|
+$27.4M
|
+197,690
|
+3,796%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$26.4M
|
-$5.27M
|
-38,088
|
-17%
|
|
|
21
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$26.3M
|
+$413K
|
+2,980
|
+2%
|
|
|
22
|
IEQ Capital
Foster City,
California
|
$25M
|
+$7.74M
|
+55,890
|
+47%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.3M
|
-$1.06M
|
-7,633
|
-4%
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$23.2M
|
-$895K
|
-6,468
|
-4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.7M
|
-$178K
|
-1,283
|
-0.8%
|
|
