|
1
|
State Street
Boston,
Massachusetts
|
$36.9M
|
-$1.12M
|
-30,000
|
-3%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6M
|
+$300K
|
+8,054
|
+5%
|
|
|
3
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.82M
|
+$2.65M
|
+71,240
|
+123%
|
|
|
4
|
|
$2.62M
|
+$2.28M
|
+61,341
|
+560%
|
|
|
5
|
|
$2.12M
|
+$245K
|
+6,592
|
+13%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.1M
|
-$657K
|
-17,648
|
-23%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.88M
|
+$152K
|
+4,082
|
+9%
|
|
|
8
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.59M
|
+$419K
|
+11,251
|
+35%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.34M
|
-$46.2K
|
-1,242
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1M
|
+$152K
|
+4,085
|
+17%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$946K
|
-$1.16M
|
-31,111
|
-54%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$654K
|
+$18.8K
|
+505
|
+3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$565K
|
-$1.57M
|
-42,118
|
-73%
|
|
|
14
|
Flow Traders U.S.
New York
|
$524K
|
+$537K
|
+14,436
|
New
|
|
|
15
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$486K
|
–
|
–
|
–
|
|
|
16
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$462K
|
-$49.8K
|
-1,339
|
-10%
|
|
|
17
|
CWC Advisors
Lake Oswego,
Oregon
|
$365K
|
-$11.7K
|
-314
|
-3%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$342K
|
-$3.56M
|
-95,731
|
-91%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$249K
|
+$256K
|
+6,874
|
New
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$234K
|
–
|
–
|
–
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$222K
|
+$1.6K
|
+43
|
+0.7%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$220K
|
+$16.2K
|
+434
|
+8%
|
|
|
24
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$212K
|
–
|
–
|
–
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
$185K
|
–
|
–
|
–
|
|
