|
1
|
State Street
Boston,
Massachusetts
|
$42M
|
-$4.76M
|
-117,000
|
-11%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.22M
|
+$609K
|
+14,975
|
+8%
|
|
|
3
|
Invera Wealth Advisors
Bend,
Oregon
|
$5.07M
|
-$192K
|
-4,714
|
-4%
|
|
|
4
|
|
$2.88M
|
-$110K
|
-2,707
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.46M
|
+$20K
|
+492
|
+0.9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.37M
|
-$66.8K
|
-1,643
|
-3%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.19M
|
+$2.11M
|
+51,772
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.98M
|
+$19.2K
|
+473
|
+1%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.49M
|
-$50.5K
|
-1,241
|
-3%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$1.26M
|
-$14K
|
-345
|
-1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$844K
|
+$67.6K
|
+1,661
|
+9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$788K
|
+$19.9K
|
+488
|
+3%
|
|
|
13
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$516K
|
-$6.79K
|
-167
|
-1%
|
|
|
14
|
CWC Advisors
Lake Oswego,
Oregon
|
$424K
|
-$2.93K
|
-72
|
-0.7%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$372K
|
+$58.5K
|
+1,438
|
+20%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$337K
|
–
|
–
|
–
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$320K
|
+$8.05K
|
+198
|
+3%
|
|
|
18
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$302K
|
-$15.7K
|
-385
|
-5%
|
|
|
19
|
Flow Traders U.S.
New York
|
$294K
|
+$282K
|
+6,944
|
New
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$273K
|
+$163
|
+4
|
+0.1%
|
|
|
21
|
|
$264K
|
-$29.1K
|
-716
|
-10%
|
|
|
22
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$248K
|
–
|
–
|
–
|
|
|
23
|
Mather Group
Chicago,
Illinois
|
$223K
|
-$38.3K
|
-942
|
-15%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$216K
|
–
|
–
|
–
|
|
|
25
|
Cary Street Partners
Richmond,
Virginia
|
$201K
|
+$192K
|
+4,732
|
New
|
|
