|
1
|
State Street
Boston,
Massachusetts
|
$43.8M
|
+$495K
|
+13,500
|
+1%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.07M
|
+$246K
|
+6,697
|
+4%
|
|
|
3
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.91M
|
-$85K
|
-2,316
|
-2%
|
|
|
4
|
|
$2.79M
|
+$384K
|
+10,471
|
+17%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.28M
|
+$79.6K
|
+2,168
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.27M
|
+$20.8K
|
+568
|
+1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.83M
|
+$445K
|
+12,121
|
+35%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.8M
|
+$1.46M
|
+39,839
|
+703%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.44M
|
+$23.9K
|
+652
|
+2%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$1.18M
|
+$15.5K
|
+422
|
+1%
|
|
|
11
|
|
$765K
|
+$710K
|
+19,363
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$721K
|
-$227K
|
-6,175
|
-25%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$714K
|
-$24.1K
|
-656
|
-3%
|
|
|
14
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$488K
|
-$9.87K
|
-269
|
-2%
|
|
|
15
|
CWC Advisors
Lake Oswego,
Oregon
|
$398K
|
-$624
|
-17
|
-0.2%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$314K
|
–
|
–
|
–
|
|
|
17
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$296K
|
-$964K
|
-26,275
|
-78%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$290K
|
+$48.8K
|
+1,330
|
+22%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$290K
|
+$83.3K
|
+2,270
|
+44%
|
|
|
20
|
|
$274K
|
+$255K
|
+6,946
|
New
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$255K
|
–
|
–
|
–
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$245K
|
+$1.5K
|
+41
|
+0.7%
|
|
|
23
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$201K
|
–
|
–
|
–
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$135K
|
–
|
–
|
–
|
|
