|
1
|
Equitable Holdings
New York
|
$151M
|
+$45.1M
|
+894,162
|
+44%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$144M
|
+$1.77M
|
+35,148
|
+1%
|
|
|
3
|
|
$79.7M
|
-$12.9M
|
-255,096
|
-14%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63M
|
-$9.74M
|
-193,038
|
-14%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$56.8M
|
-$5.16M
|
-102,216
|
-8%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$51.1M
|
-$2.74M
|
-54,240
|
-5%
|
|
|
7
|
Brouwer & Janachowski
Mill Valley,
California
|
$37.9M
|
+$17.4M
|
+344,652
|
+88%
|
|
|
8
|
JGP Wealth Management
Bend,
Oregon
|
$35.7M
|
+$682K
|
+13,524
|
+2%
|
|
|
9
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$35.2M
|
+$657K
|
+13,032
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$33.1M
|
-$1.33M
|
-26,400
|
-4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$24.6M
|
-$5.19M
|
-102,870
|
-18%
|
|
|
12
|
|
$21.6M
|
+$7.16M
|
+141,882
|
+51%
|
|
|
13
|
Strategic Financial Services
Utica,
New York
|
$21.6M
|
-$626K
|
-12,414
|
-3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$20M
|
-$1.53M
|
-30,240
|
-7%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20M
|
-$8.62M
|
-170,898
|
-31%
|
|
|
16
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$19.6M
|
+$2.52M
|
+49,986
|
+15%
|
|
|
17
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$19.1M
|
+$2.29M
|
+45,402
|
+14%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.9M
|
+$1.15M
|
+22,728
|
+7%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$14.9M
|
-$522K
|
-10,338
|
-3%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$11.6M
|
+$1.28M
|
+25,320
|
+13%
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$11.4M
|
+$372K
|
+7,368
|
+3%
|
|
|
22
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$10.9M
|
-$749K
|
-14,856
|
-7%
|
|
|
23
|
|
$10.9M
|
–
|
–
|
–
|
|
|
24
|
Kelly Financial Services
Braintree,
Massachusetts
|
$9.95M
|
+$6.48M
|
+128,502
|
+199%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.81M
|
+$26.3K
|
+522
|
+0.3%
|
|
