|
1
|
Bank of America
Charlotte,
North Carolina
|
$571M
|
-$10.2M
|
-724,423
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$329M
|
-$7.02M
|
-501,190
|
-2%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$180M
|
+$14.1M
|
+1,008,942
|
+9%
|
|
|
4
|
|
$148M
|
+$3.34M
|
+238,167
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$103M
|
-$8.43M
|
-601,836
|
-8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$90.4M
|
+$26.3M
|
+1,874,657
|
+41%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$65.2M
|
+$5.49M
|
+391,715
|
+9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.2M
|
+$1.36M
|
+97,345
|
+3%
|
|
|
9
|
Horizon Investments
Charlotte,
North Carolina
|
$35.4M
|
+$35M
|
+2,497,496
|
+14,060%
|
|
|
10
|
Hilton Capital Management
Garden City,
New York
|
$34.1M
|
+$33.4M
|
+2,384,765
|
+7,297%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$31.4M
|
+$10.2M
|
+728,046
|
+49%
|
|
|
12
|
Huntington National Bank
Columbus,
Ohio
|
$29.7M
|
–
|
–
|
–
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.2M
|
+$21.3M
|
+1,516,688
|
+393%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.7M
|
-$3.51M
|
-250,248
|
-12%
|
|
|
15
|
Prudential Financial
Newark,
New Jersey
|
$24.4M
|
-$1.61M
|
-115,000
|
-6%
|
|
|
16
|
Cresset Asset Management
Chicago,
Illinois
|
$18.3M
|
+$18.1M
|
+1,294,509
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.9M
|
+$473K
|
+33,755
|
+3%
|
|
|
18
|
WealthPLAN Partners
Omaha,
Nebraska
|
$16M
|
+$70.8K
|
+5,053
|
+0.5%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$15.7M
|
-$1.91M
|
-136,231
|
-11%
|
|
|
20
|
Avalon Investment & Advisory
Houston,
Texas
|
$14.7M
|
-$907K
|
-64,758
|
-6%
|
|
|
21
|
KCM Investment Advisors
Greenbrae,
California
|
$14M
|
+$2.47M
|
+175,980
|
+22%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.1M
|
-$2.77M
|
-197,374
|
-18%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.9M
|
+$5M
|
+356,678
|
+64%
|
|
|
24
|
Plimoth Trust
Plymouth,
Massachusetts
|
$10.2M
|
-$448K
|
-31,936
|
-4%
|
|
|
25
|
|
$10.2M
|
-$394K
|
-28,142
|
-4%
|
|
