|
1
|
Fidelity International
Hamilton,
Bermuda
|
$110M
|
+$109M
|
+1,088,428
|
New
|
|
|
2
|
HSBC Holdings
London,
United Kingdom
|
$64.4M
|
+$63.4M
|
+635,090
|
New
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$62.8M
|
-$284K
|
-2,842
|
-0.5%
|
|
|
4
|
|
$53.1M
|
-$4.69M
|
-46,996
|
-8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$50.6M
|
+$9.72M
|
+97,354
|
+24%
|
|
|
6
|
PGIM Custom Harvest
Newark,
New Jersey
|
$46.2M
|
-$324K
|
-3,245
|
-0.7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$26.2M
|
+$1.6M
|
+15,995
|
+7%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.6M
|
-$2.4M
|
-24,078
|
-10%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$19.2M
|
+$38.7K
|
+388
|
+0.2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13M
|
+$251K
|
+2,515
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
+$1.29M
|
+12,890
|
+11%
|
|
|
12
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$11.5M
|
+$19.1K
|
+191
|
+0.2%
|
|
|
13
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$11.5M
|
+$11.3M
|
+113,149
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.56M
|
-$3.07M
|
-30,695
|
-29%
|
|
|
15
|
Arrien Investments
Boise,
Idaho
|
$7.19M
|
-$64.3K
|
-644
|
-0.9%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$6.14M
|
-$1.1M
|
-11,015
|
-15%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$6.11M
|
+$636K
|
+6,364
|
+12%
|
|
|
18
|
|
$6.11M
|
-$3.12M
|
-31,217
|
-34%
|
|
|
19
|
Country Club Bank
Kansas City,
Missouri
|
$5.97M
|
-$82K
|
-821
|
-1%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.19M
|
-$1.23M
|
-12,323
|
-19%
|
|
|
21
|
Two Sigma Investments
New York
|
$4.82M
|
-$919K
|
-9,203
|
-16%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.75M
|
+$259K
|
+2,593
|
+6%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.28M
|
-$4.46M
|
-44,675
|
-51%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$4.21M
|
-$6.82M
|
-68,264
|
-62%
|
|
|
25
|
Adams Wealth Management
Logan,
Utah
|
$3.85M
|
+$3.8M
|
+38,006
|
New
|
|
