|
1
|
Bank of America
Charlotte,
North Carolina
|
$542M
|
-$45.8M
|
-3,184,416
|
-7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$313M
|
+$40.3M
|
+2,800,584
|
+13%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$155M
|
-$4.08M
|
-283,510
|
-2%
|
|
|
4
|
|
$135M
|
-$9.71M
|
-675,319
|
-6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$105M
|
-$1.42M
|
-98,693
|
-1%
|
|
|
6
|
Sunbelt Securities
Houston,
Texas
|
$71.1M
|
+$69.6M
|
+4,840,152
|
+4,371%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$59.5M
|
-$11.4M
|
-792,215
|
-15%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$55.6M
|
+$8.56M
|
+595,060
|
+16%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.9M
|
+$4.44M
|
+308,394
|
+11%
|
|
|
10
|
Huntington National Bank
Columbus,
Ohio
|
$28.1M
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.5M
|
+$29.8M
|
+2,068,444
|
New
|
|
|
12
|
Prudential Financial
Newark,
New Jersey
|
$24.2M
|
+$10.2M
|
+710,000
|
+63%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$19.7M
|
-$4.2M
|
-292,061
|
-16%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$18.8M
|
+$20.6M
|
+1,431,516
|
New
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$16.4M
|
-$23.1K
|
-1,607
|
-0.1%
|
|
|
16
|
PagnatoKarp Partners
Reston,
Virginia
|
$16M
|
-$3.71M
|
-258,026
|
-18%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.3M
|
-$263K
|
-18,290
|
-2%
|
|
|
18
|
WealthPLAN Partners
Omaha,
Nebraska
|
$15M
|
+$14.1M
|
+979,494
|
+983%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.8M
|
-$3.21M
|
-223,157
|
-17%
|
|
|
20
|
Avalon Investment & Advisory
Houston,
Texas
|
$14.6M
|
+$1.02M
|
+70,890
|
+7%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$13.9M
|
-$2.86M
|
-198,580
|
-16%
|
|
|
22
|
KCM Investment Advisors
Greenbrae,
California
|
$10.8M
|
+$196K
|
+13,625
|
+2%
|
|
|
23
|
Plimoth Trust
Plymouth,
Massachusetts
|
$9.9M
|
+$81.9K
|
+5,696
|
+0.8%
|
|
|
24
|
|
$9.84M
|
-$9.31M
|
-646,940
|
-46%
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
$9.64M
|
+$1.48M
|
+102,930
|
+16%
|
|
