|
1
|
Bank of America
Charlotte,
North Carolina
|
$318M
|
-$5.43M
|
-25,483
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$120M
|
+$8.66M
|
+40,662
|
+7%
|
|
|
3
|
|
$113M
|
-$17.5M
|
-82,118
|
-13%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$105M
|
+$17.8M
|
+83,569
|
+19%
|
|
|
5
|
New York Life Investment Management
New York
|
$101M
|
-$7.83M
|
-36,791
|
-7%
|
|
|
6
|
Leavell Investment Management
Mobile,
Alabama
|
$96.9M
|
+$2.33M
|
+10,926
|
+2%
|
|
|
7
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$95.5M
|
+$471K
|
+2,214
|
+0.5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$90.7M
|
-$16.7M
|
-78,263
|
-15%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$88.7M
|
+$2.3M
|
+10,778
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$87M
|
+$13.6M
|
+63,700
|
+17%
|
|
|
11
|
Cadence Bank
Tupelo,
Mississippi
|
$85.9M
|
+$342K
|
+1,604
|
+0.4%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$84M
|
+$1.33M
|
+6,240
|
+2%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
$63.6M
|
-$17.9M
|
-83,840
|
-21%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$61.3M
|
-$620K
|
-2,913
|
-0.9%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$55M
|
+$38.1M
|
+178,944
|
+190%
|
|
|
16
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$43.2M
|
-$1.99M
|
-9,336
|
-4%
|
|
|
17
|
Verus Financial Partners
Richmond,
Virginia
|
$40.7M
|
-$1.29M
|
-6,038
|
-3%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$40.5M
|
+$669K
|
+3,141
|
+2%
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$40.4M
|
-$6.27M
|
-29,455
|
-13%
|
|
|
20
|
|
$40.4M
|
+$31M
|
+145,412
|
+263%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.1M
|
-$501K
|
-2,354
|
-1%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$36.3M
|
-$10.3M
|
-48,256
|
-21%
|
|
|
23
|
One Capital Management
Westlake Village,
California
|
$35M
|
-$4.43M
|
-20,788
|
-11%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.1M
|
+$7.47M
|
+35,092
|
+26%
|
|
|
25
|
IEQ Capital
Foster City,
California
|
$32.9M
|
-$548K
|
-2,574
|
-2%
|
|
