|
1
|
Bank of America
Charlotte,
North Carolina
|
$226M
|
-$5.52M
|
-35,065
|
-2%
|
|
|
2
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$79.7M
|
-$1.81M
|
-11,514
|
-2%
|
|
|
3
|
|
$76.7M
|
-$132K
|
-840
|
-0.2%
|
|
|
4
|
Cadence Bank
Tupelo,
Mississippi
|
$65.7M
|
-$1.28M
|
-8,102
|
-2%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$64.9M
|
+$1.17M
|
+7,443
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.3M
|
-$7.91M
|
-50,212
|
-11%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$63.7M
|
+$5.71M
|
+36,284
|
+9%
|
|
|
8
|
New York Life Investment Management
New York
|
$62.9M
|
+$995K
|
+6,320
|
+2%
|
|
|
9
|
Leavell Investment Management
Mobile,
Alabama
|
$60.3M
|
+$2.86M
|
+18,141
|
+5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$57.5M
|
-$957K
|
-6,075
|
-2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$54.4M
|
-$1.05M
|
-6,660
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$48M
|
+$2.56M
|
+16,265
|
+5%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$47.3M
|
-$410K
|
-2,602
|
-0.8%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$37.5M
|
+$1.66M
|
+10,549
|
+4%
|
|
|
15
|
Verus Financial Partners
Richmond,
Virginia
|
$34.6M
|
-$668K
|
-4,240
|
-2%
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$33.8M
|
-$343K
|
-2,181
|
-1%
|
|
|
17
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$27.9M
|
+$327K
|
+2,077
|
+1%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.8M
|
-$3.56M
|
-22,586
|
-11%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$27.8M
|
-$3.56M
|
-22,586
|
-11%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.5M
|
-$641K
|
-4,073
|
-2%
|
|
|
21
|
IEQ Capital
Foster City,
California
|
$26.2M
|
-$90.4K
|
-574
|
-0.3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.7M
|
-$611K
|
-3,880
|
-2%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$23.3M
|
+$4.97M
|
+31,527
|
+26%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$20.6M
|
-$3.19M
|
-20,271
|
-13%
|
|
|
25
|
First Trust Advisors
Wheaton,
Illinois
|
$20.1M
|
+$20.9M
|
+132,556
|
New
|
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