|
1
|
Bank of America
Charlotte,
North Carolina
|
$341M
|
-$1.13M
|
-5,318
|
-0.3%
|
|
|
2
|
|
$136M
|
+$2.18M
|
+10,263
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$118M
|
+$19.9M
|
+93,556
|
+20%
|
|
|
4
|
New York Life Investment Management
New York
|
$114M
|
+$3.62M
|
+17,030
|
+3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$112M
|
+$4.1M
|
+19,281
|
+4%
|
|
|
6
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$100M
|
-$3.21M
|
-15,116
|
-3%
|
|
|
7
|
Leavell Investment Management
Mobile,
Alabama
|
$100M
|
+$3.19M
|
+15,008
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$93.3M
|
-$2.63M
|
-12,373
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$91.3M
|
+$10.9M
|
+51,072
|
+13%
|
|
|
10
|
Cadence Bank
Tupelo,
Mississippi
|
$90.3M
|
+$735K
|
+3,458
|
+0.8%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$87.3M
|
+$1.64M
|
+7,712
|
+2%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$86.6M
|
-$7.24M
|
-34,073
|
-8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$78.4M
|
-$3.56M
|
-16,729
|
-4%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$65.4M
|
+$65.3M
|
+307,373
|
New
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$49M
|
-$12M
|
-56,614
|
-20%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$48.6M
|
+$2.31M
|
+10,881
|
+5%
|
|
|
17
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$47.6M
|
+$8.2M
|
+38,563
|
+21%
|
|
|
18
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$45.9M
|
+$101K
|
+477
|
+0.2%
|
|
|
19
|
Verus Financial Partners
Richmond,
Virginia
|
$45.5M
|
-$1.62M
|
-7,598
|
-3%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$42.1M
|
+$109K
|
+513
|
+0.3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.8M
|
+$697K
|
+3,280
|
+2%
|
|
|
22
|
One Capital Management
Westlake Village,
California
|
$41.4M
|
-$1.01M
|
-4,760
|
-2%
|
|
|
23
|
IEQ Capital
Foster City,
California
|
$35.3M
|
-$753K
|
-3,544
|
-2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34M
|
-$375K
|
-1,765
|
-1%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$33.7M
|
-$3M
|
-14,124
|
-8%
|
|
