|
1
|
Bank of America
Charlotte,
North Carolina
|
$280M
|
+$1.03M
|
+5,771
|
+0.4%
|
|
|
2
|
|
$123M
|
-$11.3M
|
-63,137
|
-9%
|
|
|
3
|
New York Life Investment Management
New York
|
$102M
|
+$13.3M
|
+74,763
|
+16%
|
|
|
4
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$93.3M
|
-$3.09M
|
-17,315
|
-3%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83.9M
|
+$2.03M
|
+11,366
|
+3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$83.1M
|
+$2.64M
|
+14,791
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.4M
|
-$11.2M
|
-62,633
|
-12%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$81M
|
+$4.66M
|
+26,112
|
+6%
|
|
|
9
|
Cadence Bank
Tupelo,
Mississippi
|
$79.5M
|
+$553K
|
+3,101
|
+0.7%
|
|
|
10
|
Leavell Investment Management
Mobile,
Alabama
|
$77.7M
|
+$2.92M
|
+16,349
|
+4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$72.1M
|
+$4.67M
|
+26,197
|
+7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$65.4M
|
+$3.58M
|
+20,088
|
+6%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$61.1M
|
-$226K
|
-1,268
|
-0.4%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$59.4M
|
+$12.3M
|
+69,092
|
+28%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$58M
|
-$532K
|
-2,981
|
-1%
|
|
|
16
|
Verus Financial Partners
Richmond,
Virginia
|
$41.7M
|
-$175K
|
-979
|
-0.4%
|
|
|
17
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$38.6M
|
-$75.1K
|
-421
|
-0.2%
|
|
|
18
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$34.5M
|
+$746K
|
+4,185
|
+2%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$34.4M
|
-$265K
|
-1,484
|
-0.8%
|
|
|
20
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$34.4M
|
-$265K
|
-1,484
|
-0.8%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$34.1M
|
+$434K
|
+2,433
|
+1%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.6M
|
+$966K
|
+5,415
|
+3%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$32.6M
|
+$3.59M
|
+20,129
|
+13%
|
|
|
24
|
IEQ Capital
Foster City,
California
|
$32.2M
|
+$138K
|
+776
|
+0.5%
|
|
|
25
|
One Capital Management
Westlake Village,
California
|
$30.8M
|
+$16.5M
|
+92,595
|
+128%
|
|
