|
1
|
Bank of America
Charlotte,
North Carolina
|
$273M
|
+$2.42M
|
+26,218
|
+0.9%
|
|
|
2
|
|
$204M
|
+$14.8M
|
+160,475
|
+8%
|
|
|
3
|
Equitable Holdings
New York
|
$189M
|
-$3.63M
|
-39,324
|
-2%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$178M
|
+$6.64M
|
+71,852
|
+4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$116M
|
+$1.47M
|
+15,862
|
+1%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$115M
|
+$43.5M
|
+471,204
|
+65%
|
|
|
7
|
|
$94.9M
|
+$66.5K
|
+720
|
+0.1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$86M
|
+$2.52M
|
+27,322
|
+3%
|
|
|
9
|
|
$70.6M
|
+$8.14M
|
+88,089
|
+14%
|
|
|
10
|
Destination Wealth Management
Walnut Creek,
California
|
$64.2M
|
-$282K
|
-3,055
|
-0.5%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$58.6M
|
-$18.1M
|
-196,326
|
-24%
|
|
|
12
|
Gray Foundation
Cohoes,
New York
|
$50.1M
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$42.9M
|
+$1.1M
|
+11,851
|
+3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.7M
|
+$10.3M
|
+111,158
|
+35%
|
|
|
15
|
Wellington Management Group
Boston,
Massachusetts
|
$40.4M
|
+$39M
|
+421,471
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$39.2M
|
+$768K
|
+8,305
|
+2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.2M
|
-$8.53M
|
-92,286
|
-22%
|
|
|
18
|
Portfolio Strategies
Monsey,
New York
|
$29.2M
|
-$381K
|
-4,120
|
-1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.5M
|
+$3.3M
|
+35,700
|
+14%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.3M
|
-$1.4M
|
-15,129
|
-5%
|
|
|
21
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$24.6M
|
-$370K
|
-4,000
|
-2%
|
|
|
22
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$23.6M
|
-$1.54M
|
-16,683
|
-6%
|
|
|
23
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$22.3M
|
-$219K
|
-2,370
|
-1%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.9M
|
+$75.8K
|
+820
|
+0.4%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$19M
|
+$8.03M
|
+86,923
|
+78%
|
|
