|
1
|
Bank of America
Charlotte,
North Carolina
|
$397M
|
-$55M
|
-437,449
|
-12%
|
|
|
2
|
Equitable Holdings
New York
|
$277M
|
-$67.1M
|
-533,514
|
-33%
|
|
|
3
|
|
$276M
|
-$7.31M
|
-58,070
|
-2%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$220M
|
+$1.3M
|
+10,357
|
+0.6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$211M
|
+$13.1M
|
+104,337
|
+6%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$208M
|
-$2.65M
|
-21,100
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$172M
|
-$584K
|
-4,642
|
-0.3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$146M
|
-$4.58M
|
-36,408
|
-3%
|
|
|
9
|
|
$140M
|
-$165M
|
-1,312,357
|
-51%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$121M
|
-$789K
|
-6,269
|
-0.6%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$118M
|
-$4.75M
|
-37,725
|
-4%
|
|
|
12
|
|
$113M
|
+$1.2M
|
+9,563
|
+1%
|
|
|
13
|
WestEnd Advisors
Charlotte,
North Carolina
|
$99.1M
|
+$1.55M
|
+12,355
|
+1%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$96.2M
|
+$3.42M
|
+27,153
|
+3%
|
|
|
15
|
Destination Wealth Management
Walnut Creek,
California
|
$73.6M
|
-$574K
|
-4,565
|
-0.7%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$66.9M
|
+$6.47M
|
+51,398
|
+10%
|
|
|
17
|
Gray Foundation
Cohoes,
New York
|
$66.3M
|
–
|
–
|
–
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$64.8M
|
-$27.6M
|
-219,151
|
-29%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$58.3M
|
+$908K
|
+7,215
|
+1%
|
|
|
20
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$57.2M
|
+$27.3M
|
+217,300
|
+82%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$45.4M
|
-$5.17M
|
-41,092
|
-10%
|
|
|
22
|
PGIM Custom Harvest
Newark,
New Jersey
|
$43.7M
|
-$379K
|
-3,016
|
-0.8%
|
|
|
23
|
Portfolio Strategies
Monsey,
New York
|
$40.9M
|
-$759K
|
-6,034
|
-2%
|
|
|
24
|
Fidelity International
Hamilton,
Bermuda
|
$39.8M
|
+$42.2M
|
+335,739
|
New
|
|
|
25
|
Victory Capital Management
San Antonio,
Texas
|
$34.6M
|
+$368K
|
+2,924
|
+1%
|
|
