|
1
|
Bank of America
Charlotte,
North Carolina
|
$490M
|
-$193M
|
-1,490,569
|
-28%
|
|
|
2
|
|
$329M
|
+$210M
|
+1,617,877
|
+174%
|
|
|
3
|
|
$309M
|
-$2.09M
|
-16,153
|
-0.7%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$239M
|
-$2.76M
|
-21,341
|
-1%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$229M
|
-$143M
|
-1,105,704
|
-38%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$217M
|
-$219M
|
-1,687,035
|
-50%
|
|
|
7
|
Equitable Holdings
New York
|
$208M
|
-$6.78M
|
-52,313
|
-3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$188M
|
-$20.1M
|
-154,914
|
-10%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$169M
|
-$98.9M
|
-763,272
|
-37%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$164M
|
-$18.2M
|
-140,236
|
-10%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$134M
|
-$114M
|
-878,482
|
-46%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$132M
|
-$128M
|
-990,712
|
-49%
|
|
|
13
|
|
$122M
|
-$3.4M
|
-26,262
|
-3%
|
|
|
14
|
WestEnd Advisors
Charlotte,
North Carolina
|
$106M
|
-$124M
|
-960,787
|
-54%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$101M
|
-$7.56M
|
-58,338
|
-7%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$98.9M
|
-$1.53M
|
-11,809
|
-2%
|
|
|
17
|
Destination Wealth Management
Walnut Creek,
California
|
$80.8M
|
-$745K
|
-5,753
|
-0.9%
|
|
|
18
|
Gray Foundation
Cohoes,
New York
|
$72.2M
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$66.2M
|
-$1.99M
|
-15,364
|
-3%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$62.6M
|
-$712K
|
-5,498
|
-1%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$54.8M
|
+$5.8M
|
+44,765
|
+12%
|
|
|
22
|
PGIM Custom Harvest
Newark,
New Jersey
|
$48M
|
+$38.7K
|
+299
|
+0.1%
|
|
|
23
|
Wellington Management Group
Boston,
Massachusetts
|
$45.7M
|
+$18.3M
|
+141,024
|
+66%
|
|
|
24
|
Portfolio Strategies
Monsey,
New York
|
$45.4M
|
+$581K
|
+4,486
|
+1%
|
|
|
25
|
Victory Capital Management
San Antonio,
Texas
|
$37.3M
|
-$43.2M
|
-333,434
|
-54%
|
|
