|
1
|
Bank of America
Charlotte,
North Carolina
|
$235M
|
+$63.1M
|
+629,916
|
+37%
|
|
|
2
|
|
$231M
|
+$151M
|
+1,508,168
|
+187%
|
|
|
3
|
|
$113M
|
-$22.9M
|
-229,122
|
-17%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$72.7M
|
-$6.75M
|
-67,452
|
-8%
|
|
|
5
|
Equitable Holdings
New York
|
$69.4M
|
+$68.3M
|
+682,442
|
+6,146%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.1M
|
-$3.9M
|
-38,977
|
-7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$43.5M
|
-$1.76M
|
-17,574
|
-4%
|
|
|
8
|
Acorns Advisers
Irvine,
California
|
$33.2M
|
+$1.18M
|
+11,830
|
+4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$26.2M
|
-$3.86M
|
-38,519
|
-13%
|
|
|
10
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$18.6M
|
+$769K
|
+7,685
|
+4%
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$18.4M
|
+$18.4M
|
+184,075
|
New
|
|
|
12
|
|
$17.3M
|
+$217K
|
+2,170
|
+1%
|
|
|
13
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$15.7M
|
+$15.7M
|
+156,685
|
New
|
|
|
14
|
CX Institutional
Auburn,
Indiana
|
$14.9M
|
+$2.76M
|
+27,552
|
+23%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$13.6M
|
+$3.4M
|
+34,009
|
+33%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$13.5M
|
-$3.24M
|
-32,355
|
-19%
|
|
|
17
|
Coyle Financial Counsel
Glenview,
Illinois
|
$9.82M
|
+$2.33M
|
+23,244
|
+31%
|
|
|
18
|
Financial Partners Capital Management
New York
|
$9.82M
|
-$1.55M
|
-15,440
|
-14%
|
|
|
19
|
Winch Advisory Services
Appleton,
Wisconsin
|
$8.32M
|
-$159K
|
-1,585
|
-2%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.97M
|
+$1.84M
|
+18,425
|
+30%
|
|
|
21
|
Snider Financial Group
Bellevue,
Washington
|
$7.87M
|
+$17K
|
+170
|
+0.2%
|
|
|
22
|
Level Four Advisory Services
Dallas,
Texas
|
$7.28M
|
+$24.3K
|
+243
|
+0.3%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.08M
|
+$298K
|
+2,982
|
+4%
|
|
|
24
|
Ellsworth Advisors
Hudson,
Ohio
|
$6.88M
|
+$120K
|
+1,195
|
+2%
|
|
|
25
|
Hohimer Wealth Management
Seattle,
Washington
|
$5.73M
|
-$4.5K
|
-45
|
-0.1%
|
|
