|
1
|
Bank of America
Charlotte,
North Carolina
|
$297M
|
+$7.08M
|
+70,407
|
+2%
|
|
|
2
|
|
$240M
|
+$22.7M
|
+225,857
|
+11%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$189M
|
+$34.1K
|
+339
|
+0%
|
|
|
4
|
Equitable Holdings
New York
|
$189M
|
-$12M
|
-119,072
|
-6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$125M
|
+$1.18M
|
+11,713
|
+1%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$121M
|
-$1.77M
|
-17,593
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$119M
|
+$26.6M
|
+265,134
|
+30%
|
|
|
8
|
|
$91.9M
|
-$8.98M
|
-89,366
|
-9%
|
|
|
9
|
|
$80.2M
|
+$5M
|
+49,750
|
+7%
|
|
|
10
|
Destination Wealth Management
Walnut Creek,
California
|
$65.5M
|
-$2.8M
|
-27,838
|
-4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$64.6M
|
+$2.36M
|
+23,490
|
+4%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$64.5M
|
+$63.5M
|
+631,982
|
New
|
|
|
13
|
Gray Foundation
Cohoes,
New York
|
$57.1M
|
+$3.72M
|
+37,032
|
+7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$43.3M
|
+$1.52M
|
+15,088
|
+4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$41M
|
-$4.61M
|
-45,872
|
-10%
|
|
|
16
|
SteelPeak Wealth
Woodland Hills,
California
|
$38.7M
|
+$37.2M
|
+369,690
|
+3,896%
|
|
|
17
|
Portfolio Strategies
Monsey,
New York
|
$30.6M
|
-$545K
|
-5,418
|
-2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.2M
|
+$910K
|
+9,049
|
+3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.6M
|
-$15.5M
|
-153,856
|
-36%
|
|
|
20
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$27.5M
|
+$1.01M
|
+10,000
|
+4%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$27M
|
+$25.4M
|
+252,342
|
+81,664%
|
|
|
22
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$25.9M
|
+$753K
|
+7,490
|
+3%
|
|
|
23
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$23.6M
|
-$68.7K
|
-684
|
-0.3%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$20.9M
|
-$307K
|
-3,054
|
-1%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$18.3M
|
+$313K
|
+3,115
|
+2%
|
|
