|
1
|
Bank of America
Charlotte,
North Carolina
|
$831M
|
+$4.39M
|
+41,518
|
+0.6%
|
|
|
2
|
|
$618M
|
+$32.6M
|
+308,898
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$607M
|
+$79.6M
|
+753,479
|
+17%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$440M
|
-$23.2M
|
-219,787
|
-5%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$277M
|
+$3.26M
|
+30,831
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$229M
|
+$33.8M
|
+319,589
|
+19%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$172M
|
+$13.8M
|
+130,139
|
+9%
|
|
|
8
|
Horizon Investments
Charlotte,
North Carolina
|
$167M
|
+$155M
|
+1,464,470
|
New
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$167M
|
-$1.68M
|
-15,868
|
-1%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$161M
|
-$6.65M
|
-62,900
|
-4%
|
|
|
11
|
Bank of New York Mellon
New York
|
$145M
|
-$5.16M
|
-48,849
|
-4%
|
|
|
12
|
Parker Investment Management
Menlo Park,
California
|
$143M
|
+$132M
|
+1,250,000
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$134M
|
+$12.4M
|
+117,103
|
+11%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$120M
|
+$3.74M
|
+35,434
|
+3%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$82.4M
|
+$3.04M
|
+28,748
|
+4%
|
|
|
16
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$82.3M
|
+$75.2M
|
+711,402
|
New
|
|
|
17
|
|
$79.3M
|
+$14.9M
|
+140,544
|
+25%
|
|
|
18
|
Northside Capital Management
Hood River,
Oregon
|
$73.7M
|
-$1.68M
|
-15,905
|
-2%
|
|
|
19
|
|
$73.1M
|
-$9.54M
|
-90,282
|
-12%
|
|
|
20
|
PFS Investments
Duluth,
Georgia
|
$73M
|
+$37.3M
|
+353,288
|
+123%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$71.3M
|
+$10.1M
|
+95,411
|
+18%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$65.6M
|
+$1.72M
|
+16,246
|
+3%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$64.1M
|
+$6.83M
|
+64,649
|
+13%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$62.1M
|
+$4.26M
|
+40,321
|
+8%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$60.6M
|
+$2.27M
|
+21,514
|
+4%
|
|
