|
1
|
|
$417M
|
+$27.9M
|
+842,763
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$122M
|
+$32.3M
|
+976,575
|
+36%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$65.1M
|
-$16.4M
|
-495,702
|
-20%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43.5M
|
+$1.45M
|
+43,690
|
+3%
|
|
|
5
|
|
$41.3M
|
-$3.06M
|
-92,411
|
-7%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.5M
|
+$1.19M
|
+35,815
|
+3%
|
|
|
7
|
Donaldson Capital Management
Evansville,
Indiana
|
$39.3M
|
+$1.14M
|
+34,389
|
+3%
|
|
|
8
|
PFS Investments
Duluth,
Georgia
|
$39M
|
+$1.66M
|
+50,060
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$35.4M
|
-$2.11M
|
-63,731
|
-6%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$34.3M
|
-$2.15M
|
-64,900
|
-6%
|
|
|
11
|
Wealthspire Advisors (New York)
New York
|
$31.1M
|
+$3.1M
|
+93,467
|
+11%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.8M
|
+$1.88M
|
+56,699
|
+9%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.5M
|
-$724K
|
-21,857
|
-3%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$22.9M
|
-$174K
|
-5,242
|
-0.8%
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$22.8M
|
+$4.2M
|
+126,789
|
+23%
|
|
|
16
|
CNO Financial Group
Carmel,
Indiana
|
$20.8M
|
+$20.5M
|
+619,700
|
New
|
|
|
17
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$19.8M
|
+$1.58M
|
+47,771
|
+9%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$19.2M
|
+$1.42M
|
+42,729
|
+8%
|
|
|
19
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$17.4M
|
+$1.05M
|
+31,767
|
+7%
|
|
|
20
|
Bangor Savings Bank
Bangor,
Maine
|
$17.4M
|
+$2.83M
|
+85,477
|
+20%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
+$3.61M
|
+108,994
|
+27%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$15M
|
+$496K
|
+14,962
|
+3%
|
|
|
23
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$12.1M
|
-$4.69M
|
-141,641
|
-28%
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
$11.9M
|
+$244K
|
+7,356
|
+2%
|
|
|
25
|
Gould Asset Management
Claremont,
California
|
$11.7M
|
+$559K
|
+16,865
|
+5%
|
|
