|
1
|
WestEnd Advisors
Charlotte,
North Carolina
|
$171B
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$384M
|
+$229M
|
+3,560,376
|
+150%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$255M
|
+$237M
|
+3,675,816
|
+1,429%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$231M
|
+$224M
|
+3,476,382
|
+3,653%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$212M
|
+$186M
|
+2,890,998
|
+757%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$193M
|
+$177M
|
+2,748,516
|
+1,182%
|
|
|
7
|
Equitable Holdings
New York
|
$178M
|
-$2.11M
|
-32,736
|
-1%
|
|
|
8
|
|
$121M
|
+$7M
|
+108,708
|
+6%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$67M
|
+$2.81M
|
+43,704
|
+4%
|
|
|
10
|
Destination Wealth Management
Walnut Creek,
California
|
$63.2M
|
+$140K
|
+2,178
|
+0.2%
|
|
|
11
|
|
$62.9M
|
-$769K
|
-11,952
|
-1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56.3M
|
+$3.74M
|
+58,050
|
+7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$40.2M
|
+$2.23M
|
+34,584
|
+6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$36.2M
|
+$1.83M
|
+28,464
|
+5%
|
|
|
15
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$25.4M
|
+$467K
|
+7,260
|
+2%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$21.6M
|
+$21.5M
|
+334,236
|
New
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.3M
|
-$1.46M
|
-22,686
|
-6%
|
|
|
18
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$20.1M
|
+$1.09M
|
+17,004
|
+6%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.5M
|
+$12.3M
|
+190,488
|
+173%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.5M
|
+$73K
|
+1,134
|
+0.4%
|
|
|
21
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$16.7M
|
-$282K
|
-4,380
|
-2%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$16.3M
|
+$2.71M
|
+42,114
|
+20%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$16.1M
|
+$13M
|
+201,288
|
+426%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$15M
|
-$3.64M
|
-56,550
|
-20%
|
|
|
25
|
|
$14.4M
|
+$8.68M
|
+134,892
|
+154%
|
|
