|
1
|
Bank of America
Charlotte,
North Carolina
|
$687M
|
+$32.9M
|
+2,195,126
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$366M
|
+$5.16M
|
+344,022
|
+1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$222M
|
+$11.2M
|
+749,691
|
+5%
|
|
|
4
|
|
$190M
|
+$11.8M
|
+788,973
|
+7%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$133M
|
+$11M
|
+735,791
|
+9%
|
|
|
6
|
Huntington National Bank
Columbus,
Ohio
|
$107M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$93M
|
-$13.3M
|
-889,766
|
-13%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$85.1M
|
+$18.2M
|
+1,214,617
|
+28%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.5M
|
+$4.52M
|
+301,493
|
+9%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$53.7M
|
+$52.8M
|
+3,516,315
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.8M
|
+$3.2M
|
+213,226
|
+10%
|
|
|
12
|
Hilton Capital Management
Garden City,
New York
|
$36M
|
-$22.8M
|
-1,519,515
|
-39%
|
|
|
13
|
|
$31.3M
|
+$30.8M
|
+2,050,000
|
New
|
|
|
14
|
Prudential Financial
Newark,
New Jersey
|
$29.7M
|
-$3.32M
|
-221,605
|
-10%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.9M
|
+$1.02M
|
+67,876
|
+4%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.8M
|
+$6.81M
|
+454,056
|
+44%
|
|
|
17
|
KCM Investment Advisors
Greenbrae,
California
|
$19.2M
|
+$2.17M
|
+144,718
|
+13%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.9M
|
+$1.61M
|
+107,417
|
+9%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.9M
|
+$1.88M
|
+125,487
|
+12%
|
|
|
20
|
Cresset Asset Management
Chicago,
Illinois
|
$17.5M
|
-$1.59M
|
-106,085
|
-8%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$17M
|
-$107K
|
-7,137
|
-0.6%
|
|
|
22
|
WealthPLAN Partners
Omaha,
Nebraska
|
$16M
|
-$1.88M
|
-125,388
|
-10%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$15.5M
|
-$9.84M
|
-655,643
|
-39%
|
|
|
24
|
Avalon Investment & Advisory
Houston,
Texas
|
$14.4M
|
-$897K
|
-59,778
|
-6%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$14.1M
|
+$881K
|
+58,699
|
+7%
|
|
