|
1
|
Bank of America
Charlotte,
North Carolina
|
$333M
|
+$4.5M
|
+22,532
|
+1%
|
|
|
2
|
|
$130M
|
-$14K
|
-70
|
-0%
|
|
|
3
|
New York Life Investment Management
New York
|
$107M
|
-$16.4M
|
-82,096
|
-14%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$105M
|
+$4.59M
|
+22,999
|
+5%
|
|
|
5
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$101M
|
-$521K
|
-2,609
|
-0.5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$95.2M
|
-$655K
|
-3,281
|
-0.7%
|
|
|
7
|
Leavell Investment Management
Mobile,
Alabama
|
$94M
|
+$4.87M
|
+24,393
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$93.2M
|
+$1.48M
|
+7,398
|
+2%
|
|
|
9
|
Apella Capital
West Hartford,
Connecticut
|
$90.2M
|
+$11.4M
|
+56,991
|
+15%
|
|
|
10
|
Cadence Bank
Tupelo,
Mississippi
|
$87.1M
|
-$473K
|
-2,373
|
-0.6%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83.3M
|
-$9.45M
|
-47,338
|
-11%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$79.6M
|
+$849K
|
+4,257
|
+1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$78.2M
|
+$1.44M
|
+7,225
|
+2%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$59.3M
|
-$914K
|
-4,581
|
-2%
|
|
|
15
|
Verus Financial Partners
Richmond,
Virginia
|
$45.7M
|
+$164K
|
+822
|
+0.4%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$45M
|
-$20.1M
|
-100,885
|
-32%
|
|
|
17
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$43.1M
|
-$184K
|
-921
|
-0.4%
|
|
|
18
|
One Capital Management
Westlake Village,
California
|
$41.2M
|
+$4.65M
|
+23,315
|
+13%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$40.8M
|
+$19.6M
|
+97,999
|
+98%
|
|
|
20
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$40.7M
|
+$19.7M
|
+98,974
|
+101%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40M
|
+$1.72M
|
+8,613
|
+5%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$39.1M
|
+$1.49M
|
+7,492
|
+4%
|
|
|
23
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$38.3M
|
+$16.4K
|
+82
|
+0%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$36.7M
|
-$620K
|
-3,106
|
-2%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$35.7M
|
-$614K
|
-3,079
|
-2%
|
|
