|
1
|
Bank of America
Charlotte,
North Carolina
|
$129M
|
+$16.2M
|
+386,232
|
+16%
|
|
|
2
|
Equitable Holdings
New York
|
$94.9M
|
-$504K
|
-12,000
|
-0.6%
|
|
|
3
|
|
$83.8M
|
+$432K
|
+10,272
|
+0.6%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65.9M
|
-$1.84M
|
-43,674
|
-3%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$56.1M
|
-$1.87M
|
-44,424
|
-4%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$48.7M
|
-$2.48M
|
-58,998
|
-5%
|
|
|
7
|
JGP Wealth Management
Bend,
Oregon
|
$32.5M
|
+$8.6M
|
+204,534
|
+44%
|
|
|
8
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$31.2M
|
+$11.2M
|
+266,322
|
+66%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$31.1M
|
-$4.57M
|
-108,756
|
-14%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$27M
|
+$1.83M
|
+43,446
|
+8%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26M
|
-$9.93M
|
-236,286
|
-30%
|
|
|
12
|
Strategic Financial Services
Utica,
New York
|
$20.1M
|
+$4.48M
|
+106,704
|
+33%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$19.5M
|
+$2.7M
|
+64,320
|
+18%
|
|
|
14
|
Brouwer & Janachowski
Mill Valley,
California
|
$18.2M
|
+$16.4M
|
+391,218
|
New
|
|
|
15
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$15.4M
|
+$13.9M
|
+329,928
|
+109,976%
|
|
|
16
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$15.1M
|
+$823K
|
+19,590
|
+6%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.1M
|
+$2.7M
|
+64,326
|
+25%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$13.8M
|
+$461K
|
+10,974
|
+4%
|
|
|
19
|
|
$12.9M
|
-$26.8M
|
-638,100
|
-70%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.5M
|
+$6.29M
|
+149,628
|
+125%
|
|
|
21
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$10.5M
|
-$206K
|
-4,908
|
-2%
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$9.95M
|
-$71.1K
|
-1,692
|
-0.8%
|
|
|
23
|
|
$9.8M
|
-$298K
|
-7,080
|
-3%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$9.32M
|
-$117K
|
-2,778
|
-1%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.84M
|
-$890K
|
-21,168
|
-10%
|
|
