|
1
|
Bank of America
Charlotte,
North Carolina
|
$223M
|
-$49.2M
|
-933,660
|
-16%
|
|
|
2
|
Equitable Holdings
New York
|
$127M
|
-$5.22M
|
-99,000
|
-3%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$100M
|
-$98.3M
|
-1,865,334
|
-46%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$94.9M
|
-$83.9M
|
-1,591,752
|
-44%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$91.3M
|
-$99.6M
|
-1,890,342
|
-49%
|
|
|
6
|
|
$83.2M
|
-$3.54M
|
-67,182
|
-4%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$75M
|
-$81.8M
|
-1,552,410
|
-49%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$72.5M
|
+$18.1M
|
+344,166
|
+28%
|
|
|
9
|
WestEnd Advisors
Charlotte,
North Carolina
|
$66.8M
|
-$72.2M
|
-1,369,242
|
-49%
|
|
|
10
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$54.4M
|
+$1.83M
|
+34,752
|
+3%
|
|
|
11
|
Destination Wealth Management
Walnut Creek,
California
|
$46.7M
|
+$1.46M
|
+27,768
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$25.5M
|
-$1.54M
|
-29,190
|
-5%
|
|
|
13
|
|
$19.6M
|
+$6.92M
|
+131,274
|
+45%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$19M
|
-$1.94M
|
-36,768
|
-8%
|
|
|
15
|
Victory Capital Management
San Antonio,
Texas
|
$17.9M
|
+$18.9M
|
+358,512
|
+1,222%
|
|
|
16
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$16.3M
|
+$857K
|
+16,266
|
+5%
|
|
|
17
|
|
$15.5M
|
-$17.2M
|
-326,220
|
-49%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.7M
|
+$12.6K
|
+240
|
+0.1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.1M
|
+$375K
|
+7,110
|
+3%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
-$685K
|
-13,002
|
-5%
|
|
|
21
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$11.7M
|
-$102K
|
-1,926
|
-0.8%
|
|
|
22
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$9.78M
|
+$1.15M
|
+21,816
|
+11%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$9.53M
|
+$1.9M
|
+36,054
|
+21%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$9.42M
|
-$7.35M
|
-139,548
|
-41%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.14M
|
-$5.38M
|
-102,090
|
-34%
|
|
