|
1
|
Bank of America
Charlotte,
North Carolina
|
$313M
|
+$17.1M
|
+91,013
|
+6%
|
|
|
2
|
|
$124M
|
-$5.47M
|
-29,062
|
-4%
|
|
|
3
|
New York Life Investment Management
New York
|
$119M
|
+$10.1M
|
+53,817
|
+10%
|
|
|
4
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$96.6M
|
-$1.81M
|
-9,617
|
-2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$95.9M
|
+$7.88M
|
+41,910
|
+9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$91.5M
|
+$5.71M
|
+30,340
|
+7%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$88.8M
|
+$247K
|
+1,315
|
+0.3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$87.6M
|
+$578K
|
+3,073
|
+0.7%
|
|
|
9
|
Leavell Investment Management
Mobile,
Alabama
|
$85.2M
|
+$2.83M
|
+15,031
|
+4%
|
|
|
10
|
Cadence Bank
Tupelo,
Mississippi
|
$83.6M
|
-$281K
|
-1,494
|
-0.4%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$77.8M
|
+$12M
|
+63,894
|
+20%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$75.2M
|
-$862K
|
-4,581
|
-1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$73.2M
|
+$3.95M
|
+21,026
|
+6%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$62.9M
|
-$1.52M
|
-8,096
|
-2%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$57.5M
|
-$3.61M
|
-19,197
|
-6%
|
|
|
16
|
Verus Financial Partners
Richmond,
Virginia
|
$43.9M
|
-$134K
|
-712
|
-0.3%
|
|
|
17
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$41.4M
|
+$520K
|
+2,764
|
+1%
|
|
|
18
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$36.6M
|
+$167K
|
+888
|
+0.5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.5M
|
+$949K
|
+5,044
|
+3%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.9M
|
-$128K
|
-682
|
-0.4%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$35.6M
|
+$1.13M
|
+6,004
|
+3%
|
|
|
22
|
One Capital Management
Westlake Village,
California
|
$34.7M
|
+$2.1M
|
+11,181
|
+7%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$34.7M
|
-$1.56M
|
-8,312
|
-5%
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$34.7M
|
-$1.56M
|
-8,312
|
-5%
|
|
|
25
|
IEQ Capital
Foster City,
California
|
$33.7M
|
-$324K
|
-1,725
|
-1%
|
|
