|
1
|
Bank of America
Charlotte,
North Carolina
|
$666M
|
+$31.9M
|
+2,137,050
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$315M
|
+$9.85M
|
+660,122
|
+3%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$181M
|
+$24M
|
+1,606,570
|
+15%
|
|
|
4
|
|
$164M
|
+$11.1M
|
+746,859
|
+7%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$120M
|
+$6.76M
|
+452,774
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$79.8M
|
+$4.72M
|
+316,182
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$54.5M
|
+$4.33M
|
+290,048
|
+9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.9M
|
+$22.4M
|
+1,502,205
|
+123%
|
|
|
9
|
Huntington National Bank
Columbus,
Ohio
|
$33.5M
|
–
|
–
|
–
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$26.8M
|
+$26.7M
|
+1,788,285
|
New
|
|
|
11
|
Edge Wealth Management
New York
|
$24.7M
|
+$1.95M
|
+130,927
|
+9%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$23.3M
|
+$6.76M
|
+453,053
|
+41%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.5M
|
+$17.7M
|
+1,183,766
|
+372%
|
|
|
14
|
PagnatoKarp Partners
Reston,
Virginia
|
$22.1M
|
-$813K
|
-54,485
|
-4%
|
|
|
15
|
|
$20.9M
|
+$594K
|
+39,776
|
+3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.2M
|
-$230K
|
-15,398
|
-1%
|
|
|
17
|
JBJ Investment Partners
Charleston,
South Carolina
|
$19.4M
|
+$1.02M
|
+68,103
|
+6%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$18.9M
|
+$9.21M
|
+616,987
|
+96%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$18.8M
|
+$980K
|
+65,653
|
+6%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.7M
|
-$39.7K
|
-2,661
|
-0.2%
|
|
|
21
|
Prudential Financial
Newark,
New Jersey
|
$17M
|
+$4.5M
|
+301,700
|
+36%
|
|
|
22
|
Avalon Investment & Advisory
Houston,
Texas
|
$15.5M
|
+$512K
|
+34,328
|
+3%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$14.2M
|
+$1.09M
|
+73,027
|
+8%
|
|
|
24
|
KCM Investment Advisors
Greenbrae,
California
|
$12.1M
|
+$671K
|
+44,929
|
+6%
|
|
|
25
|
Horizon Investments
Charlotte,
North Carolina
|
$11.7M
|
+$9.26M
|
+620,144
|
+388%
|
|
