|
1
|
Wells Fargo
San Francisco,
California
|
$862M
|
+$18.1M
|
+291,794
|
+2%
|
|
|
2
|
|
$242M
|
+$1.16M
|
+18,712
|
+0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$97.2M
|
+$1.52M
|
+24,490
|
+2%
|
|
|
4
|
Edelman Financial Services
Fairfax,
Virginia
|
$93.4M
|
+$3.88M
|
+62,636
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$66.2M
|
+$64.2M
|
+1,035,472
|
New
|
|
|
6
|
|
$60.8M
|
–
|
–
|
–
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$60.6M
|
+$1.97M
|
+31,830
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$40.8M
|
-$13.3M
|
-214,916
|
-25%
|
|
|
9
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$35.7M
|
-$3.07M
|
-49,524
|
-8%
|
|
|
10
|
BOK Financial
Tulsa,
Oklahoma
|
$34.2M
|
-$6.65M
|
-107,264
|
-17%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$29.5M
|
-$73.5K
|
-1,186
|
-0.3%
|
|
|
12
|
Evensky & Katz
Coral Gables,
Florida
|
$27.9M
|
-$1.27M
|
-20,508
|
-4%
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$23.6M
|
+$1.3M
|
+20,916
|
+6%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$23.5M
|
-$1.24M
|
-20,006
|
-5%
|
|
|
15
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$22.7M
|
+$1.39M
|
+22,472
|
+7%
|
|
|
16
|
Palladium Partners
Norfolk,
Virginia
|
$22.5M
|
+$508K
|
+8,190
|
+2%
|
|
|
17
|
Affinity Wealth Management
Wilmington,
Delaware
|
$21.3M
|
+$20.7M
|
+334,026
|
New
|
|
|
18
|
First Merchants Corp
Muncie,
Indiana
|
$19.4M
|
+$244K
|
+3,940
|
+1%
|
|
|
19
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$19.1M
|
+$2.2M
|
+35,540
|
+13%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$14.9M
|
+$837K
|
+13,500
|
+6%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$14.6M
|
+$14.2M
|
+229,104
|
New
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$14.6M
|
+$4.09M
|
+66,002
|
+41%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.5M
|
+$754K
|
+12,168
|
+6%
|
|
|
24
|
Rex Capital Advisors
Providence,
Rhode Island
|
$14.5M
|
+$124
|
+2
|
+0%
|
|
|
25
|
GHP Investment Advisors
Denver,
Colorado
|
$14.4M
|
+$25.5K
|
+412
|
+0.2%
|
|
