|
1
|
Bank of America
Charlotte,
North Carolina
|
$529M
|
-$18.1M
|
-120,722
|
-4%
|
|
|
2
|
|
$385M
|
+$2.87M
|
+19,157
|
+0.8%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$344M
|
+$36.6M
|
+244,092
|
+13%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$272M
|
-$13.9M
|
-92,485
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$271M
|
-$18.9M
|
-126,025
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$222M
|
-$13.6M
|
-90,804
|
-6%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$195M
|
-$5.96M
|
-39,807
|
-3%
|
|
|
8
|
|
$154M
|
-$1.25M
|
-8,332
|
-0.9%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$153M
|
-$12.9M
|
-85,852
|
-8%
|
|
|
10
|
|
$146M
|
-$48.4M
|
-322,994
|
-26%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$143M
|
-$18.7M
|
-124,914
|
-13%
|
|
|
12
|
WestEnd Advisors
Charlotte,
North Carolina
|
$117M
|
-$18.2M
|
-121,197
|
-14%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$114M
|
+$101M
|
+674,756
|
+3,249%
|
|
|
14
|
Destination Wealth Management
Walnut Creek,
California
|
$98.6M
|
-$2.64M
|
-17,598
|
-3%
|
|
|
15
|
Gray Foundation
Cohoes,
New York
|
$91.5M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$88.5M
|
-$3.48M
|
-23,201
|
-4%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$85.8M
|
-$3.43M
|
-22,930
|
-4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$78.5M
|
-$1.74M
|
-11,635
|
-2%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$73M
|
-$54.7M
|
-365,361
|
-45%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$67.6M
|
+$4.49M
|
+29,973
|
+8%
|
|
|
21
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$66.2M
|
-$11.6M
|
-77,410
|
-16%
|
|
|
22
|
Portfolio Strategies
Monsey,
New York
|
$55.9M
|
-$553K
|
-3,693
|
-1%
|
|
|
23
|
PGIM Custom Harvest
Newark,
New Jersey
|
$53.5M
|
-$6.23M
|
-41,593
|
-11%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$46.2M
|
-$874K
|
-5,836
|
-2%
|
|
|
25
|
Fidelity International
Hamilton,
Bermuda
|
$42.1M
|
-$11.7M
|
-78,439
|
-23%
|
|
