|
1
|
State Street
Boston,
Massachusetts
|
$39M
|
-$71.3K
|
-2,001
|
-0.2%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.87M
|
-$14.3K
|
-401
|
-0.3%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$3.92M
|
+$3.74M
|
+105,157
|
New
|
|
|
4
|
International Assets Investment Management
Orlando,
Florida
|
$3.18M
|
+$2.06M
|
+57,903
|
+13,281%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.82M
|
-$613K
|
-17,222
|
-19%
|
|
|
6
|
Invera Wealth Advisors
Bend,
Oregon
|
$2.18M
|
+$217K
|
+6,087
|
+12%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$2.15M
|
-$25.4K
|
-712
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.13M
|
-$86.9K
|
-2,439
|
-4%
|
|
|
9
|
|
$1.93M
|
+$74.9K
|
+2,104
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.78M
|
-$1.75K
|
-49
|
-0.1%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.43M
|
-$6.16K
|
-173
|
-0.5%
|
|
|
12
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.21M
|
-$23.9K
|
-670
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$875K
|
-$249
|
-7
|
-0%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$654K
|
-$24.1K
|
-678
|
-4%
|
|
|
15
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$524K
|
-$17.5K
|
-490
|
-3%
|
|
|
16
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$500K
|
–
|
–
|
–
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$443K
|
-$1.39K
|
-39
|
-0.3%
|
|
|
18
|
|
$409K
|
+$390K
|
+10,960
|
New
|
|
|
19
|
CWC Advisors
Lake Oswego,
Oregon
|
$387K
|
+$370K
|
+10,377
|
New
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$307K
|
+$6.59K
|
+185
|
+2%
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$240K
|
–
|
–
|
–
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$226K
|
+$8.83K
|
+248
|
+4%
|
|
|
23
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$210K
|
+$200K
|
+5,621
|
+562,100%
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
$192K
|
–
|
–
|
–
|
|
