|
1
|
Bank of America
Charlotte,
North Carolina
|
$598M
|
+$35.4M
|
+950,202
|
+6%
|
|
|
2
|
|
$339M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$320M
|
+$19.1M
|
+512,865
|
+6%
|
|
|
4
|
|
$293M
|
+$7.36M
|
+197,348
|
+3%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$228M
|
+$2.37M
|
+63,599
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$198M
|
+$18.6M
|
+498,167
|
+10%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$189M
|
+$5.61M
|
+150,325
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$173M
|
+$10.2M
|
+274,118
|
+6%
|
|
|
9
|
|
$171M
|
+$9.9M
|
+265,305
|
+6%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$153M
|
+$2.24M
|
+60,118
|
+1%
|
|
|
11
|
|
$128M
|
-$147M
|
-3,938,682
|
-54%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$116M
|
-$302K
|
-8,088
|
-0.3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$108M
|
-$3.07M
|
-82,431
|
-3%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$98M
|
+$2.42M
|
+64,880
|
+3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$80.3M
|
+$12.3M
|
+329,356
|
+18%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$77.3M
|
+$76.3M
|
+2,045,713
|
+19,968%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$75M
|
+$445K
|
+11,937
|
+0.6%
|
|
|
18
|
Grimes & Company
Westborough,
Massachusetts
|
$74.5M
|
+$3.04M
|
+81,412
|
+4%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$64.2M
|
-$2.88M
|
-77,080
|
-4%
|
|
|
20
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$47.3M
|
+$18.6M
|
+499,872
|
+66%
|
|
|
21
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$44.1M
|
+$43.3M
|
+1,161,193
|
New
|
|
|
22
|
SVB Wealth
Boston,
Massachusetts
|
$43.2M
|
+$8.95M
|
+240,036
|
+26%
|
|
|
23
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$42.7M
|
–
|
–
|
–
|
|
|
24
|
|
$40M
|
+$39.7M
|
+1,065,094
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36.2M
|
+$4M
|
+107,119
|
+12%
|
|
