|
1
|
|
$116M
|
+$18.6M
|
+334,542
|
+21%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$103M
|
-$13.3M
|
-238,880
|
-12%
|
|
|
3
|
|
$75.8M
|
+$8.71M
|
+156,730
|
+14%
|
|
|
4
|
|
$75.2M
|
-$3.54M
|
-63,682
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.8M
|
+$6.74M
|
+121,240
|
+16%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$37M
|
+$3.19M
|
+57,460
|
+10%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.1M
|
–
|
–
|
–
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$28.5M
|
-$991K
|
-17,832
|
-4%
|
|
|
9
|
|
$22.4M
|
-$1.61M
|
-29,048
|
-7%
|
|
|
10
|
Bank of New York Mellon
New York
|
$19.4M
|
+$867K
|
+15,602
|
+5%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.1M
|
-$42.2K
|
-760
|
-0.3%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$16.1M
|
+$5.45M
|
+97,978
|
+56%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$12.9M
|
-$172K
|
-3,090
|
-1%
|
|
|
14
|
ETrade Capital Management
Arlington,
Virginia
|
$12.4M
|
+$1.54M
|
+27,638
|
+15%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$12M
|
-$3.34M
|
-60,068
|
-23%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$11.8M
|
+$315K
|
+5,668
|
+3%
|
|
|
17
|
SVB Wealth
Boston,
Massachusetts
|
$11.4M
|
+$10.7M
|
+192,114
|
+12,190%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$10.9M
|
-$1.53M
|
-27,542
|
-13%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$9.82M
|
+$68.2K
|
+1,226
|
+0.7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.41M
|
-$52.7M
|
-948,848
|
-86%
|
|
|
21
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.07M
|
-$69.4K
|
-1,248
|
-1%
|
|
|
22
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.78M
|
+$353K
|
+6,358
|
+6%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.22M
|
+$321K
|
+5,776
|
+6%
|
|
|
24
|
C-J Advisory
San Jose,
California
|
$5.93M
|
+$1.46M
|
+26,306
|
+36%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.64M
|
+$271K
|
+4,884
|
+5%
|
|
