|
1
|
Bank of America
Charlotte,
North Carolina
|
$764M
|
+$82.3M
|
+2,615,811
|
+12%
|
|
|
2
|
|
$487M
|
+$2.8M
|
+89,059
|
+0.6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$294M
|
+$8.81M
|
+280,181
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$256M
|
+$1.6M
|
+50,826
|
+0.6%
|
|
|
5
|
Bramshill Investments
Naples,
Florida
|
$197M
|
+$196M
|
+6,238,662
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$181M
|
+$3.76M
|
+119,592
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$141M
|
+$5.29M
|
+168,168
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$129M
|
-$4.27M
|
-135,752
|
-3%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$118M
|
+$1.92M
|
+60,980
|
+2%
|
|
|
10
|
First Interstate Bank
Billings,
Montana
|
$90.8M
|
+$217K
|
+6,906
|
+0.2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$89.7M
|
+$6.68M
|
+212,419
|
+8%
|
|
|
12
|
|
$82.8M
|
+$231K
|
+7,353
|
+0.3%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$64.3M
|
+$2.06M
|
+65,484
|
+3%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$62.4M
|
+$770K
|
+24,503
|
+1%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$62.3M
|
-$1.66M
|
-52,913
|
-3%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$57.1M
|
+$11.4M
|
+362,493
|
+25%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$55.9M
|
-$387K
|
-12,322
|
-0.7%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$53.8M
|
+$6.97M
|
+221,586
|
+15%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$50.2M
|
+$2.01M
|
+64,011
|
+4%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$50M
|
-$3.96M
|
-125,901
|
-7%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$47.4M
|
+$33.3M
|
+1,060,446
|
+242%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$44.4M
|
-$13.2M
|
-420,893
|
-23%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$41.8M
|
+$3.14M
|
+99,874
|
+8%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$39.3M
|
-$812K
|
-25,833
|
-2%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.7M
|
-$62.8K
|
-1,996
|
-0.2%
|
|
