|
1
|
State Street
Boston,
Massachusetts
|
$38.7M
|
+$2.9M
|
+79,000
|
+8%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.1M
|
+$255K
|
+6,954
|
+4%
|
|
|
3
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.48M
|
-$87.9K
|
-2,396
|
-2%
|
|
|
4
|
|
$2.13M
|
+$64.1K
|
+1,746
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.01M
|
-$37.6K
|
-1,025
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.96M
|
+$135K
|
+3,687
|
+7%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$1.27M
|
-$42.7K
|
-1,163
|
-3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.21M
|
+$243K
|
+6,631
|
+24%
|
|
|
9
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.2M
|
-$356K
|
-9,702
|
-22%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$1.05M
|
+$833K
|
+22,701
|
+330%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$864K
|
-$60.1K
|
-1,638
|
-6%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$663K
|
+$26K
|
+710
|
+4%
|
|
|
13
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$446K
|
-$4.11K
|
-112
|
-0.9%
|
|
|
14
|
CWC Advisors
Lake Oswego,
Oregon
|
$357K
|
+$880
|
+24
|
+0.2%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$281K
|
-$10.5K
|
-286
|
-3%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$228K
|
–
|
–
|
–
|
|
|
17
|
Mather Group
Chicago,
Illinois
|
$218K
|
+$2.02K
|
+55
|
+0.9%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$213K
|
+$221K
|
+6,011
|
New
|
|
|
19
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$207K
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$200K
|
-$138K
|
-3,760
|
-40%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$182K
|
+$27.5K
|
+750
|
+17%
|
|
|
22
|
Franklin Resources
San Mateo,
California
|
$180K
|
–
|
–
|
–
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$121K
|
–
|
–
|
–
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$99K
|
-$954
|
-26
|
-0.9%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$97K
|
+$3.85K
|
+105
|
+4%
|
|
