|
1
|
|
$509M
|
+$70.9M
|
+2,171,612
|
+17%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$122M
|
-$9.65M
|
-295,760
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$63.8M
|
+$46K
|
+1,411
|
+0.1%
|
|
|
4
|
|
$40.9M
|
-$6.03M
|
-184,897
|
-13%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$40.5M
|
-$1.94M
|
-59,538
|
-5%
|
|
|
6
|
Donaldson Capital Management
Evansville,
Indiana
|
$38.8M
|
+$621K
|
+19,043
|
+2%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$36.4M
|
+$2.39M
|
+73,211
|
+7%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.8M
|
+$1.04M
|
+31,731
|
+3%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$34.3M
|
-$6.09M
|
-186,512
|
-15%
|
|
|
10
|
|
$29.8M
|
+$2.01M
|
+61,509
|
+7%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$29M
|
-$6.49M
|
-198,886
|
-19%
|
|
|
12
|
Tortoise Investment Management
White Plains,
New York
|
$26.5M
|
+$1.79M
|
+54,923
|
+7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.1M
|
-$7.54M
|
-231,040
|
-23%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.2M
|
+$1.52M
|
+46,447
|
+7%
|
|
|
15
|
Rational Advisors
Huntington,
New York
|
$24.7M
|
+$13.9M
|
+425,316
|
+133%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$24M
|
-$3.94M
|
-120,678
|
-14%
|
|
|
17
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$22.7M
|
+$2.22M
|
+67,907
|
+11%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.4M
|
-$282K
|
-8,637
|
-1%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$21.2M
|
+$1.06M
|
+32,398
|
+5%
|
|
|
20
|
CNO Financial Group
Carmel,
Indiana
|
$20.6M
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$19.8M
|
-$4.84M
|
-148,456
|
-20%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$18.9M
|
-$3.75M
|
-114,930
|
-17%
|
|
|
23
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$18.6M
|
+$422K
|
+12,944
|
+2%
|
|
|
24
|
Bangor Savings Bank
Bangor,
Maine
|
$14.4M
|
-$4.47M
|
-136,861
|
-24%
|
|
|
25
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$13.3M
|
-$852K
|
-26,100
|
-6%
|
|
