|
1
|
Bank of America
Charlotte,
North Carolina
|
$760M
|
-$24.7M
|
-782,177
|
-3%
|
|
|
2
|
|
$505M
|
-$296K
|
-9,402
|
-0.1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$326M
|
+$11.2M
|
+356,285
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$250M
|
-$9.95M
|
-315,713
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$181M
|
-$21K
|
-667
|
-0%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$152M
|
+$2.98M
|
+94,514
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$147M
|
-$217K
|
-6,891
|
-0.1%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$114M
|
+$3.02M
|
+95,832
|
+3%
|
|
|
9
|
First Interstate Bank
Billings,
Montana
|
$92.5M
|
+$42.1M
|
+1,334,829
|
+80%
|
|
|
10
|
|
$86.9M
|
+$5.66M
|
+179,493
|
+7%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$67.4M
|
-$1.54M
|
-48,885
|
-2%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$63.5M
|
-$10.8M
|
-342,341
|
-14%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$63.3M
|
+$1.28M
|
+40,599
|
+2%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$57.9M
|
+$2.8M
|
+88,805
|
+5%
|
|
|
15
|
Charles Schwab
San Francisco,
California
|
$56.3M
|
+$3.86M
|
+122,513
|
+7%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$55.7M
|
+$1.63M
|
+51,646
|
+3%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$55.4M
|
-$14.7M
|
-464,689
|
-21%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$52.8M
|
+$4.62M
|
+146,472
|
+9%
|
|
|
19
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$47.8M
|
-$27.4K
|
-870
|
-0.1%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$47.7M
|
-$72.4K
|
-2,295
|
-0.1%
|
|
|
21
|
Hilton Capital Management
Garden City,
New York
|
$43.3M
|
+$1.17M
|
+37,125
|
+3%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$41M
|
+$4.53M
|
+143,662
|
+12%
|
|
|
23
|
Edge Wealth Management
New York
|
$40.1M
|
-$57.8K
|
-1,832
|
-0.1%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39.4M
|
-$5.83M
|
-184,896
|
-13%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.2M
|
+$5.49M
|
+174,205
|
+16%
|
|
