|
1
|
Bank of America
Charlotte,
North Carolina
|
$811M
|
+$17.2M
|
+533,887
|
+2%
|
|
|
2
|
|
$512M
|
+$51.3M
|
+1,594,721
|
+12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$300M
|
+$23M
|
+715,040
|
+9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$238M
|
+$21M
|
+651,611
|
+10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$196M
|
-$15.1M
|
-470,128
|
-7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$160M
|
+$9.8M
|
+304,602
|
+7%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$159M
|
+$3.29M
|
+102,285
|
+2%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$118M
|
+$4.33M
|
+134,465
|
+4%
|
|
|
9
|
|
$103M
|
-$349K
|
-10,838
|
-0.3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$80.3M
|
-$613K
|
-19,060
|
-0.8%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$75.5M
|
+$149K
|
+4,619
|
+0.2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$68M
|
+$516K
|
+16,043
|
+0.8%
|
|
|
13
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$59.4M
|
+$666K
|
+20,703
|
+1%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$57.7M
|
+$3.43M
|
+106,610
|
+7%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$55.5M
|
+$4.48M
|
+139,298
|
+9%
|
|
|
16
|
First Interstate Bank
Billings,
Montana
|
$54.9M
|
+$327K
|
+10,148
|
+0.6%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$54.5M
|
+$2.7M
|
+83,785
|
+5%
|
|
|
18
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$51.7M
|
–
|
–
|
–
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51.3M
|
-$1.4M
|
-43,489
|
-3%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$48.7M
|
+$3.37M
|
+104,770
|
+8%
|
|
|
21
|
|
$48.3M
|
+$15.8M
|
+491,005
|
+51%
|
|
|
22
|
Hilton Capital Management
Garden City,
New York
|
$48M
|
+$7.71M
|
+239,661
|
+20%
|
|
|
23
|
|
$47.8M
|
+$23.6M
|
+732,628
|
+104%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$45.7M
|
+$926K
|
+28,759
|
+2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.1M
|
-$1.96M
|
-60,910
|
-4%
|
|
