|
1
|
Bank of America
Charlotte,
North Carolina
|
$700M
|
+$6.72M
|
+215,757
|
+0.9%
|
|
|
2
|
|
$477M
|
+$19.9M
|
+637,935
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$260M
|
-$29.9M
|
-960,487
|
-10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$234M
|
-$1.5M
|
-48,041
|
-0.6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$188M
|
+$2.61M
|
+83,670
|
+1%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$131M
|
+$1.46M
|
+46,819
|
+1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$123M
|
-$5.43M
|
-174,192
|
-4%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$97.7M
|
-$6.91M
|
-221,812
|
-6%
|
|
|
9
|
First Interstate Bank
Billings,
Montana
|
$93.1M
|
+$4.79M
|
+153,677
|
+5%
|
|
|
10
|
|
$85.5M
|
+$1.19M
|
+38,156
|
+1%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$71M
|
+$5.34M
|
+171,567
|
+8%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$67.7M
|
+$539K
|
+17,308
|
+0.8%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$62.6M
|
+$3.34M
|
+107,296
|
+6%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$48.8M
|
-$3.55M
|
-113,920
|
-7%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$48.3M
|
+$49.4M
|
+1,585,246
|
New
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$46.1M
|
-$1.05M
|
-33,587
|
-2%
|
|
|
17
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$45.8M
|
-$610K
|
-19,589
|
-1%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$45.6M
|
-$2.28M
|
-73,048
|
-5%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$42.7M
|
-$1.56M
|
-50,165
|
-3%
|
|
|
20
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$40.2M
|
+$2.15M
|
+69,132
|
+6%
|
|
|
21
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$39.9M
|
+$306K
|
+9,835
|
+0.8%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.9M
|
+$3.65M
|
+117,097
|
+10%
|
|
|
23
|
GDS Wealth Management
Flower Mound,
Texas
|
$36.2M
|
+$4.07M
|
+130,678
|
+12%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.5M
|
+$455K
|
+14,594
|
+1%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$33.8M
|
-$9.24M
|
-296,500
|
-21%
|
|
