|
1
|
Wells Fargo
San Francisco,
California
|
$909M
|
+$25.5M
|
+396,832
|
+3%
|
|
|
2
|
|
$250M
|
+$2.33M
|
+36,168
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$98.4M
|
-$1.18M
|
-18,308
|
-1%
|
|
|
4
|
Edelman Financial Services
Fairfax,
Virginia
|
$79.4M
|
-$16M
|
-248,432
|
-17%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$70.5M
|
+$2.68M
|
+41,674
|
+4%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$63M
|
+$857K
|
+13,328
|
+1%
|
|
|
7
|
|
$55.3M
|
-$6.91M
|
-107,400
|
-11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$43.8M
|
+$2.01M
|
+31,206
|
+5%
|
|
|
9
|
BOK Financial
Tulsa,
Oklahoma
|
$36.1M
|
+$1.05M
|
+16,368
|
+3%
|
|
|
10
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$33M
|
-$3.48M
|
-54,058
|
-10%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.8M
|
+$27M
|
+419,614
|
+836%
|
|
|
12
|
Evensky & Katz
Coral Gables,
Florida
|
$30.2M
|
+$1.54M
|
+24,010
|
+5%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$28.8M
|
-$1.4M
|
-21,700
|
-5%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$26.4M
|
+$2.14M
|
+33,320
|
+9%
|
|
|
15
|
VanEck Associates
New York
|
$25.6M
|
+$25.1M
|
+390,652
|
New
|
|
|
16
|
Palladium Partners
Norfolk,
Virginia
|
$24.4M
|
+$1.32M
|
+20,564
|
+6%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$23.3M
|
-$772K
|
-12,006
|
-3%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$21.1M
|
+$6.68M
|
+103,812
|
+48%
|
|
|
19
|
Affinity Wealth Management
Wilmington,
Delaware
|
$19.4M
|
-$2.4M
|
-37,252
|
-11%
|
|
|
20
|
First Merchants Corp
Muncie,
Indiana
|
$19.3M
|
-$576K
|
-8,952
|
-3%
|
|
|
21
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$18.4M
|
-$1.21M
|
-18,750
|
-6%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.9M
|
+$1.95M
|
+30,332
|
+13%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$15.8M
|
+$528K
|
+8,218
|
+4%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$15.7M
|
+$2.26M
|
+35,104
|
+17%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.3M
|
+$376K
|
+5,854
|
+3%
|
|
