|
1
|
Bank of America
Charlotte,
North Carolina
|
$83.9M
|
-$2.77M
|
-69,018
|
-3%
|
|
|
2
|
Equitable Holdings
New York
|
$72.4M
|
-$4.06M
|
-101,400
|
-5%
|
|
|
3
|
|
$63.3M
|
+$23.5M
|
+587,592
|
+49%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.5M
|
-$151K
|
-3,774
|
-0.3%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$44.1M
|
-$1.95M
|
-48,720
|
-4%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$39M
|
-$1.58M
|
-39,342
|
-3%
|
|
|
7
|
|
$32.3M
|
-$17.8M
|
-443,118
|
-33%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.1M
|
+$1.85M
|
+46,200
|
+6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$27.5M
|
-$1.8M
|
-44,904
|
-5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$19M
|
+$2.48M
|
+61,836
|
+13%
|
|
|
11
|
JGP Wealth Management
Bend,
Oregon
|
$17.3M
|
+$18.6M
|
+463,536
|
New
|
|
|
12
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$14.3M
|
+$16.2M
|
+404,010
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$51.5K
|
+1,284
|
+0.4%
|
|
|
14
|
Strategic Financial Services
Utica,
New York
|
$11.5M
|
+$13M
|
+324,696
|
New
|
|
|
15
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$10.8M
|
+$12.2M
|
+305,124
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$10.1M
|
+$4.82M
|
+120,258
|
+72%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.16M
|
+$70.2K
|
+1,752
|
+0.7%
|
|
|
18
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$8.15M
|
-$239K
|
-5,964
|
-3%
|
|
|
19
|
|
$7.69M
|
-$111K
|
-2,760
|
-1%
|
|
|
20
|
Stephens Inc
Little Rock,
Arkansas
|
$7.61M
|
+$571K
|
+14,250
|
+7%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.45M
|
-$1.04M
|
-25,884
|
-11%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$7.17M
|
+$4.13M
|
+103,122
|
+103%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.03M
|
+$4.86M
|
+121,386
|
+156%
|
|
|
24
|
Lazard Asset Management
New York
|
$6.97M
|
+$4.37M
|
+109,032
|
+123%
|
|
|
25
|
Bailard
Foster City,
California
|
$6.58M
|
+$244K
|
+6,078
|
+3%
|
|
