|
1
|
Wells Fargo
San Francisco,
California
|
$35.5M
|
+$5.98M
|
+138,688
|
+20%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$31.8M
|
-$7.59M
|
-175,954
|
-19%
|
|
|
3
|
Protective Life
Birmingham,
Alabama
|
$31.8M
|
–
|
–
|
–
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$23.1M
|
+$688K
|
+15,950
|
+3%
|
|
|
5
|
D.J. St. Germain
Springfield,
Massachusetts
|
$16.6M
|
+$2.32M
|
+53,871
|
+16%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$16.1M
|
+$2.13M
|
+49,295
|
+15%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
+$1.27M
|
+29,502
|
+9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.6M
|
-$32.8K
|
-761
|
-0.2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.1M
|
+$572K
|
+13,246
|
+4%
|
|
|
10
|
|
$13.6M
|
+$698K
|
+16,180
|
+5%
|
|
|
11
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$12.8M
|
+$10.2M
|
+235,839
|
+409%
|
|
|
12
|
PFS Investments
Duluth,
Georgia
|
$11.5M
|
+$1.71M
|
+39,602
|
+18%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$9.81M
|
-$2.55M
|
-59,154
|
-21%
|
|
|
14
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$9.37M
|
-$7.47M
|
-173,056
|
-45%
|
|
|
15
|
Sage Advisory Services
Austin,
Texas
|
$8.35M
|
+$112K
|
+2,592
|
+1%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$8.25M
|
+$131K
|
+3,047
|
+2%
|
|
|
17
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$7.68M
|
+$4.26M
|
+98,675
|
+127%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.24M
|
+$372K
|
+8,617
|
+6%
|
|
|
19
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$5.71M
|
-$9.06K
|
-210
|
-0.2%
|
|
|
20
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.68M
|
-$47.2K
|
-1,094
|
-0.8%
|
|
|
21
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.3M
|
-$492K
|
-11,414
|
-9%
|
|
|
22
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$5.1M
|
+$5.06M
|
+117,373
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.27M
|
+$560K
|
+12,989
|
+15%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.2M
|
+$189K
|
+4,388
|
+5%
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.14M
|
-$548K
|
-12,712
|
-12%
|
|
