|
1
|
|
$421M
|
+$23.1M
|
+702,499
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$127M
|
+$10.3M
|
+314,762
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$61.5M
|
-$679K
|
-20,652
|
-1%
|
|
|
4
|
|
$45.4M
|
+$46.6M
|
+1,416,153
|
New
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$41M
|
-$620K
|
-18,871
|
-1%
|
|
|
6
|
PFS Investments
Duluth,
Georgia
|
$38.9M
|
+$1.36M
|
+41,519
|
+4%
|
|
|
7
|
Donaldson Capital Management
Evansville,
Indiana
|
$36.8M
|
-$773K
|
-23,519
|
-2%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$34.4M
|
+$1.58M
|
+47,925
|
+5%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.5M
|
-$5.35M
|
-162,697
|
-13%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$32.8M
|
+$3.15M
|
+95,957
|
+10%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.6M
|
+$16.7M
|
+507,779
|
+99%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$27M
|
-$6.97M
|
-211,967
|
-20%
|
|
|
13
|
|
$26.8M
|
-$13M
|
-395,886
|
-32%
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$23.9M
|
+$2.17M
|
+65,898
|
+10%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$23.9M
|
+$9.82M
|
+298,636
|
+67%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.8M
|
+$299K
|
+9,108
|
+1%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$22M
|
+$38.2K
|
+1,161
|
+0.2%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.9M
|
-$894K
|
-27,199
|
-4%
|
|
|
19
|
CNO Financial Group
Carmel,
Indiana
|
$19.8M
|
–
|
–
|
–
|
|
|
20
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$19.7M
|
+$794K
|
+24,148
|
+4%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$19.4M
|
+$1.1M
|
+33,573
|
+6%
|
|
|
22
|
Bangor Savings Bank
Bangor,
Maine
|
$18.3M
|
+$1.75M
|
+53,125
|
+10%
|
|
|
23
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$17.5M
|
+$880K
|
+26,774
|
+5%
|
|
|
24
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$13.7M
|
+$14M
|
+426,800
|
New
|
|
|
25
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$12.1M
|
+$1.98M
|
+60,361
|
+19%
|
|
