|
1
|
Bank of America
Charlotte,
North Carolina
|
$665M
|
+$314M
|
+2,660,957
|
+102%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$424M
|
+$355M
|
+3,007,140
|
+843%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$363M
|
+$271M
|
+2,296,259
|
+394%
|
|
|
4
|
|
$303M
|
+$21.5M
|
+182,075
|
+8%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$261M
|
+$64.2M
|
+544,007
|
+36%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$254M
|
+$219M
|
+1,856,762
|
+1,166%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$241M
|
+$204M
|
+1,725,741
|
+915%
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$235M
|
-$7.18M
|
-60,912
|
-3%
|
|
|
9
|
WestEnd Advisors
Charlotte,
North Carolina
|
$225M
|
+$210M
|
+1,784,481
|
New
|
|
|
10
|
Equitable Holdings
New York
|
$210M
|
-$7.74M
|
-65,594
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$203M
|
+$48.9M
|
+414,525
|
+35%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$178M
|
+$21.7M
|
+184,158
|
+15%
|
|
|
13
|
|
$122M
|
+$7.26M
|
+61,567
|
+7%
|
|
|
14
|
|
$117M
|
+$1.6M
|
+13,536
|
+1%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$106M
|
+$92.8M
|
+786,982
|
+1,411%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$97.9M
|
+$10.3M
|
+87,324
|
+13%
|
|
|
17
|
Destination Wealth Management
Walnut Creek,
California
|
$79.5M
|
-$1.3M
|
-11,047
|
-2%
|
|
|
18
|
Victory Capital Management
San Antonio,
Texas
|
$78.4M
|
+$73.4M
|
+622,314
|
New
|
|
|
19
|
Gray Foundation
Cohoes,
New York
|
$70.4M
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$66.5M
|
-$3.3M
|
-27,961
|
-5%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$61.7M
|
+$142K
|
+1,206
|
+0.2%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$47.8M
|
-$77.8K
|
-660
|
-0.2%
|
|
|
23
|
PGIM Custom Harvest
Newark,
New Jersey
|
$46.8M
|
-$853K
|
-7,232
|
-2%
|
|
|
24
|
Portfolio Strategies
Monsey,
New York
|
$43.7M
|
+$4.11M
|
+34,890
|
+11%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$40M
|
+$11.7M
|
+98,994
|
+45%
|
|
