|
1
|
State Street
Boston,
Massachusetts
|
$36.1M
|
+$1.11M
|
+32,901
|
+3%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.44M
|
-$43.5K
|
-1,288
|
-0.8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.2M
|
-$226K
|
-6,704
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.06M
|
+$50.1K
|
+1,484
|
+3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$2.01M
|
+$67.9K
|
+2,011
|
+4%
|
|
|
6
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.84M
|
+$1.65K
|
+49
|
+0.1%
|
|
|
7
|
|
$1.72M
|
+$339K
|
+10,047
|
+25%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.65M
|
+$49K
|
+1,452
|
+3%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.32M
|
+$25.2K
|
+747
|
+2%
|
|
|
10
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.15M
|
-$66.8K
|
-1,980
|
-6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$810K
|
-$98.2K
|
-2,909
|
-11%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$628K
|
+$10.7K
|
+316
|
+2%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$533K
|
-$349K
|
-10,353
|
-40%
|
|
|
14
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$502K
|
-$9.89K
|
-293
|
-2%
|
|
|
15
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$462K
|
-$91.8K
|
-2,720
|
-17%
|
|
|
16
|
|
$414K
|
-$60.4K
|
-1,790
|
-13%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$411K
|
+$74.9K
|
+2,220
|
+23%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$278K
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$261K
|
-$22.3K
|
-661
|
-8%
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$222K
|
+$217K
|
+6,444
|
New
|
|
|
21
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$201K
|
+$197K
|
+5,840
|
New
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$197K
|
+$2.36K
|
+70
|
+1%
|
|
|
23
|
Franklin Resources
San Mateo,
California
|
$176K
|
–
|
–
|
–
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$150K
|
–
|
–
|
–
|
|
|
25
|
Private Wealth Management Group
Princeton,
New Jersey
|
$69.2K
|
–
|
–
|
–
|
|
