|
1
|
Bank of America
Charlotte,
North Carolina
|
$239M
|
+$11.2M
|
+75,687
|
+5%
|
|
|
2
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$83.9M
|
-$523K
|
-3,539
|
-0.7%
|
|
|
3
|
|
$79.2M
|
+$1.25M
|
+8,430
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.1M
|
-$18.9M
|
-128,205
|
-21%
|
|
|
5
|
Cadence Bank
Tupelo,
Mississippi
|
$69M
|
-$420K
|
-2,844
|
-0.6%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$65.7M
|
+$450K
|
+3,048
|
+0.7%
|
|
|
7
|
New York Life Investment Management
New York
|
$63.8M
|
-$1.09M
|
-7,396
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$60.2M
|
+$5.49M
|
+37,137
|
+11%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$59.9M
|
+$701K
|
+4,745
|
+1%
|
|
|
10
|
Leavell Investment Management
Mobile,
Alabama
|
$59.3M
|
+$6.08M
|
+41,125
|
+12%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$57.1M
|
-$1.54M
|
-10,397
|
-3%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$49.2M
|
-$258K
|
-1,747
|
-0.6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$47M
|
+$1.02M
|
+6,900
|
+2%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$36.9M
|
+$7.64M
|
+51,699
|
+28%
|
|
|
15
|
Verus Financial Partners
Richmond,
Virginia
|
$36.8M
|
-$471K
|
-3,188
|
-1%
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$35.2M
|
-$1.45M
|
-9,843
|
-4%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$32.2M
|
+$391K
|
+2,646
|
+1%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$32.2M
|
+$391K
|
+2,646
|
+1%
|
|
|
19
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$28.4M
|
-$354K
|
-2,397
|
-1%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.9M
|
+$1.2M
|
+8,140
|
+5%
|
|
|
21
|
IEQ Capital
Foster City,
California
|
$27M
|
-$302K
|
-2,044
|
-1%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.1M
|
+$1.27M
|
+8,615
|
+6%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$24.4M
|
+$2.99M
|
+20,221
|
+15%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.4M
|
+$3.01M
|
+20,388
|
+16%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$19.4M
|
-$146K
|
-988
|
-0.8%
|
|
