|
1
|
Wells Fargo
San Francisco,
California
|
$877M
|
+$48M
|
+783,638
|
+5%
|
|
|
2
|
|
$217M
|
-$3.36M
|
-54,882
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$85.2M
|
-$343K
|
-5,606
|
-0.4%
|
|
|
4
|
Edelman Financial Services
Fairfax,
Virginia
|
$76.3M
|
+$4.57M
|
+74,586
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$64.4M
|
+$658K
|
+10,750
|
+1%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$57.6M
|
+$1.99M
|
+32,430
|
+3%
|
|
|
7
|
|
$48.7M
|
–
|
–
|
–
|
|
|
8
|
Evensky & Katz
Coral Gables,
Florida
|
$28.1M
|
+$806K
|
+13,156
|
+3%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$25.1M
|
+$1.56M
|
+25,504
|
+6%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$24.7M
|
+$97.3K
|
+1,588
|
+0.4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.9M
|
-$4.52M
|
-73,854
|
-15%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$23.7M
|
-$562K
|
-9,180
|
-2%
|
|
|
13
|
Palladium Partners
Norfolk,
Virginia
|
$21.8M
|
-$93.8K
|
-1,532
|
-0.4%
|
|
|
14
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$21.3M
|
-$1.53M
|
-24,902
|
-6%
|
|
|
15
|
BOK Financial
Tulsa,
Oklahoma
|
$19.6M
|
+$42.4K
|
+692
|
+0.2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$19.1M
|
-$21.4M
|
-350,224
|
-52%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$17.5M
|
-$1.63M
|
-26,610
|
-8%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$16.6M
|
+$1.82M
|
+29,678
|
+12%
|
|
|
19
|
Rex Capital Advisors
Providence,
Rhode Island
|
$15.6M
|
+$2.45M
|
+40,070
|
+17%
|
|
|
20
|
First Merchants Corp
Muncie,
Indiana
|
$15.5M
|
-$231K
|
-3,768
|
-1%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15.3M
|
-$857
|
-14
|
-0%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.1M
|
+$1.34M
|
+21,948
|
+9%
|
|
|
23
|
Confluence Investment Management
St. Louis,
Missouri
|
$15M
|
+$1.1M
|
+17,978
|
+7%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$14.6M
|
-$438K
|
-7,146
|
-3%
|
|
|
25
|
|
$13.9M
|
+$975K
|
+15,920
|
+7%
|
|
