|
1
|
|
$387M
|
+$304M
|
+9,092,934
|
+361%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$89.3M
|
+$54.1M
|
+1,620,808
|
+153%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$81.3M
|
+$31.7M
|
+949,536
|
+64%
|
|
|
4
|
|
$44.2M
|
+$4.75M
|
+142,096
|
+12%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$41.8M
|
+$2.25M
|
+67,460
|
+6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.2M
|
+$1.97M
|
+59,059
|
+5%
|
|
|
7
|
Donaldson Capital Management
Evansville,
Indiana
|
$38M
|
+$556K
|
+16,632
|
+1%
|
|
|
8
|
PFS Investments
Duluth,
Georgia
|
$37.4M
|
+$2.56M
|
+76,744
|
+7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$37.3M
|
+$4.06M
|
+121,535
|
+12%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$36.3M
|
+$363K
|
+10,873
|
+1%
|
|
|
11
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$28.7M
|
+$28M
|
+836,857
|
+3,449%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$27.8M
|
+$8.41M
|
+251,732
|
+43%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.2M
|
-$3.7M
|
-110,728
|
-13%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$23M
|
+$1.52M
|
+45,639
|
+7%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.8M
|
+$894K
|
+26,749
|
+4%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$18.4M
|
+$6.71M
|
+200,773
|
+57%
|
|
|
17
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$18.1M
|
+$1.43M
|
+42,852
|
+9%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$17.7M
|
+$1.64M
|
+49,023
|
+10%
|
|
|
19
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$16.7M
|
+$9.54M
|
+285,642
|
+132%
|
|
|
20
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$16.3M
|
+$309K
|
+9,256
|
+2%
|
|
|
21
|
Bangor Savings Bank
Bangor,
Maine
|
$14.4M
|
+$3.38M
|
+101,092
|
+30%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$14.4M
|
+$4.37M
|
+130,877
|
+44%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
+$3.69M
|
+110,384
|
+38%
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
$11.6M
|
+$251K
|
+7,520
|
+2%
|
|
|
25
|
Gould Asset Management
Claremont,
California
|
$11.1M
|
+$1.72M
|
+51,580
|
+18%
|
|
