|
1
|
Bank of America
Charlotte,
North Carolina
|
$354M
|
-$952K
|
-4,602
|
-0.3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$194M
|
+$70.7M
|
+341,492
|
+65%
|
|
|
3
|
|
$133M
|
+$7.04M
|
+34,023
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$132M
|
-$1.48M
|
-7,131
|
-1%
|
|
|
5
|
New York Life Investment Management
New York
|
$130M
|
+$15.9M
|
+76,736
|
+15%
|
|
|
6
|
Leavell Investment Management
Mobile,
Alabama
|
$111M
|
+$2.73M
|
+13,201
|
+3%
|
|
|
7
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$108M
|
+$1.41M
|
+6,801
|
+1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$107M
|
+$9.41M
|
+45,482
|
+11%
|
|
|
9
|
RiverFront Investment Group
Richmond,
Virginia
|
$107M
|
+$98.2M
|
+474,578
|
+30,480%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$105M
|
+$5.58M
|
+26,973
|
+6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$96M
|
-$4.76M
|
-22,997
|
-5%
|
|
|
12
|
Cadence Bank
Tupelo,
Mississippi
|
$95.2M
|
-$616K
|
-2,977
|
-0.7%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$93.6M
|
-$194K
|
-939
|
-0.2%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$90.2M
|
+$20M
|
+96,754
|
+32%
|
|
|
15
|
Apella Capital
West Hartford,
Connecticut
|
$73.9M
|
+$857K
|
+4,140
|
+1%
|
|
|
16
|
|
$61.3M
|
+$14.9M
|
+71,956
|
+36%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$60.9M
|
-$478K
|
-2,308
|
-0.8%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.6M
|
+$15M
|
+72,702
|
+51%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$48.5M
|
+$9.58M
|
+46,275
|
+27%
|
|
|
20
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$48.3M
|
+$68.9K
|
+333
|
+0.2%
|
|
|
21
|
Verus Financial Partners
Richmond,
Virginia
|
$47.2M
|
-$345K
|
-1,666
|
-0.8%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$46.8M
|
+$1.43M
|
+6,922
|
+3%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$44.5M
|
-$590K
|
-2,851
|
-1%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43.7M
|
+$26.3K
|
+127
|
+0.1%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$43M
|
+$2.17M
|
+10,471
|
+6%
|
|
