|
1
|
State Street
Boston,
Massachusetts
|
$38M
|
+$36.9M
|
+888,628
|
+4,466%
|
|
|
2
|
Protective Life
Birmingham,
Alabama
|
$30.6M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$28.4M
|
+$18.4M
|
+443,826
|
+189%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$21.6M
|
+$527K
|
+12,694
|
+3%
|
|
|
5
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$16.3M
|
+$16.1M
|
+388,683
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.1M
|
+$5.41M
|
+130,353
|
+63%
|
|
|
7
|
D.J. St. Germain
Springfield,
Massachusetts
|
$13.8M
|
+$1.4M
|
+33,754
|
+11%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$13.6M
|
+$804K
|
+19,373
|
+6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$13.4M
|
+$2.8M
|
+67,591
|
+27%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
+$5.97M
|
+143,869
|
+86%
|
|
|
11
|
|
$12.4M
|
-$4.8M
|
-115,754
|
-28%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$11.9M
|
+$6.88M
|
+165,890
|
+139%
|
|
|
13
|
PFS Investments
Duluth,
Georgia
|
$9.42M
|
+$9.34M
|
+225,196
|
New
|
|
|
14
|
Sage Advisory Services
Austin,
Texas
|
$7.9M
|
+$4.17M
|
+100,424
|
+113%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$7.82M
|
+$1.9M
|
+45,796
|
+32%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.64M
|
+$4.73M
|
+114,059
|
+549%
|
|
|
17
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.58M
|
-$55.9M
|
-1,348,543
|
-91%
|
|
|
18
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.51M
|
+$100K
|
+2,414
|
+2%
|
|
|
19
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$5.5M
|
-$307K
|
-7,396
|
-5%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.23M
|
+$4.34M
|
+104,510
|
+512%
|
|
|
21
|
Strategic Wealth Partners
Independence,
Ohio
|
$4.78M
|
+$389K
|
+9,383
|
+9%
|
|
|
22
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.52M
|
+$4.48M
|
+107,979
|
+161,163%
|
|
|
23
|
First Trust Advisors
Wheaton,
Illinois
|
$4.42M
|
+$4.38M
|
+105,546
|
New
|
|
|
24
|
FDx Advisors
Chicago,
Illinois
|
$4M
|
+$3.96M
|
+95,546
|
New
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.86M
|
+$792K
|
+19,094
|
+26%
|
|
