|
1
|
State Street
Boston,
Massachusetts
|
$34.3M
|
-$2.8M
|
-86,000
|
-8%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.37M
|
+$22K
|
+675
|
+0.4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.36M
|
+$1.09M
|
+33,451
|
+51%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.96M
|
+$544K
|
+16,712
|
+40%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$1.91M
|
+$39.8K
|
+1,223
|
+2%
|
|
|
6
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.66M
|
+$1.33M
|
+41,014
|
+389%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.58M
|
+$285K
|
+8,770
|
+23%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.56M
|
+$133K
|
+4,074
|
+10%
|
|
|
9
|
|
$1.34M
|
+$46.8K
|
+1,438
|
+4%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$1.27M
|
+$108K
|
+3,323
|
+10%
|
|
|
11
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.18M
|
-$10.5K
|
-322
|
-0.9%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$892K
|
+$25.7K
|
+790
|
+3%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$873K
|
-$30.8K
|
-946
|
-4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$605K
|
+$14.3K
|
+440
|
+3%
|
|
|
15
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$545K
|
–
|
–
|
–
|
|
|
16
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$502K
|
-$65
|
-2
|
-0%
|
|
|
17
|
Idaho Trust Bank
Boise,
Idaho
|
$502K
|
+$483K
|
+14,848
|
New
|
|
|
18
|
|
$466K
|
-$627K
|
-19,274
|
-58%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$328K
|
+$238K
|
+7,320
|
+306%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$278K
|
-$10.3K
|
-318
|
-4%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$272K
|
–
|
–
|
–
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$182K
|
+$187K
|
+5,750
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$176K
|
-$38K
|
-1,169
|
-18%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$172K
|
–
|
–
|
–
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$148K
|
–
|
–
|
–
|
|
