|
1
|
Bank of America
Charlotte,
North Carolina
|
$283M
|
-$9.01M
|
-164,232
|
-3%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$199M
|
+$5.82M
|
+106,056
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$190M
|
+$16.5M
|
+301,452
|
+8%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$179M
|
+$20.8M
|
+379,608
|
+12%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$156M
|
+$10.9M
|
+198,372
|
+7%
|
|
|
6
|
Equitable Holdings
New York
|
$140M
|
+$6.27M
|
+114,336
|
+4%
|
|
|
7
|
WestEnd Advisors
Charlotte,
North Carolina
|
$138M
|
+$155M
|
+2,818,362
|
New
|
|
|
8
|
|
$91.9M
|
-$99.7K
|
-1,818
|
-0.1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60.3M
|
+$19.7M
|
+359,700
|
+41%
|
|
|
10
|
|
$58.3M
|
+$1.99M
|
+36,300
|
+3%
|
|
|
11
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$56.2M
|
+$6.08M
|
+110,862
|
+11%
|
|
|
12
|
Destination Wealth Management
Walnut Creek,
California
|
$48.4M
|
+$583K
|
+10,638
|
+1%
|
|
|
13
|
|
$32.5M
|
+$24.1M
|
+439,314
|
+198%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$28.6M
|
-$2.08M
|
-37,860
|
-6%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$22.1M
|
-$6M
|
-109,434
|
-20%
|
|
|
16
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$19.2M
|
-$107K
|
-1,944
|
-0.5%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$16.7M
|
+$6.08M
|
+110,892
|
+48%
|
|
|
18
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$16.6M
|
+$1.53M
|
+27,894
|
+9%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.6M
|
-$567K
|
-10,338
|
-3%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$15.6M
|
-$881K
|
-16,062
|
-5%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.7M
|
+$2.63K
|
+48
|
+0%
|
|
|
22
|
|
$14.5M
|
+$6.46M
|
+117,828
|
+67%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
+$1.78M
|
+32,400
|
+13%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.6M
|
-$553K
|
-10,074
|
-4%
|
|
|
25
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$12.6M
|
-$87.5K
|
-1,596
|
-0.6%
|
|
