|
1
|
Equitable Holdings
New York
|
$172M
|
+$953K
|
+17,400
|
+0.6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$161M
|
-$2.45M
|
-44,700
|
-2%
|
|
|
3
|
|
$95.7M
|
+$5.12M
|
+93,408
|
+6%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71.5M
|
+$204K
|
+3,720
|
+0.3%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$62.6M
|
-$1.66M
|
-30,288
|
-3%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$56.7M
|
-$1.08M
|
-19,692
|
-2%
|
|
|
7
|
Brouwer & Janachowski
Mill Valley,
California
|
$55.4M
|
+$11.7M
|
+213,906
|
+29%
|
|
|
8
|
JGP Wealth Management
Bend,
Oregon
|
$42.3M
|
+$436K
|
+7,968
|
+1%
|
|
|
9
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$40.2M
|
+$306K
|
+5,586
|
+0.8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$34.2M
|
-$3.13M
|
-57,108
|
-9%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$29.1M
|
+$1.11M
|
+20,190
|
+4%
|
|
|
12
|
|
$24.5M
|
+$32.5K
|
+594
|
+0.1%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.7M
|
+$13.6M
|
+248,940
|
+177%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$22.5M
|
-$136K
|
-2,490
|
-0.6%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.1M
|
-$515K
|
-9,402
|
-2%
|
|
|
16
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$21.8M
|
-$313K
|
-5,712
|
-2%
|
|
|
17
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$21.1M
|
-$493K
|
-8,994
|
-2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.7M
|
-$462K
|
-8,430
|
-2%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$16.9M
|
+$124K
|
+2,262
|
+0.8%
|
|
|
20
|
Strategic Financial Services
Utica,
New York
|
$13.9M
|
-$9.84M
|
-179,736
|
-43%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$12.7M
|
-$458K
|
-8,364
|
-4%
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$12.4M
|
-$502K
|
-9,174
|
-4%
|
|
|
23
|
|
$12.2M
|
-$34.5K
|
-630
|
-0.3%
|
|
|
24
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$11.6M
|
+$10.9M
|
+198,792
|
New
|
|
|
25
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$11.1M
|
-$1.16M
|
-21,210
|
-10%
|
|
