|
1
|
Charles Schwab
San Francisco,
California
|
$714M
|
-$60.8M
|
-808,954
|
-8%
|
|
|
2
|
|
$438M
|
-$25.3M
|
-336,542
|
-5%
|
|
|
3
|
|
$105M
|
+$2.4M
|
+31,914
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$73.7M
|
+$825K
|
+10,974
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$72M
|
+$5.12M
|
+68,048
|
+8%
|
|
|
6
|
Bank of New York Mellon
New York
|
$70M
|
-$2.21M
|
-29,372
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$53.1M
|
+$1.81M
|
+24,115
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$52M
|
+$2.83M
|
+37,624
|
+6%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$44.6M
|
+$816K
|
+10,852
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$33.3M
|
+$22.5M
|
+299,262
|
+210%
|
|
|
11
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$29.7M
|
+$348K
|
+4,635
|
+1%
|
|
|
12
|
First American Trust
Santa Ana,
California
|
$28.6M
|
+$3.3M
|
+43,883
|
+13%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$28.6M
|
-$4.6M
|
-61,143
|
-14%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$24.7M
|
-$506K
|
-6,735
|
-2%
|
|
|
15
|
|
$21.8M
|
+$1.57M
|
+20,887
|
+8%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.4M
|
+$2.02M
|
+26,856
|
+12%
|
|
|
17
|
Equitable Holdings
New York
|
$18.3M
|
-$6.17M
|
-82,103
|
-25%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16M
|
+$830K
|
+11,034
|
+5%
|
|
|
19
|
Arlington Financial Advisors
Santa Barbara,
California
|
$14.5M
|
-$661K
|
-8,797
|
-4%
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$14.4M
|
-$216K
|
-2,874
|
-1%
|
|
|
21
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$13.8M
|
+$774K
|
+10,293
|
+6%
|
|
|
22
|
Victory Capital Management
San Antonio,
Texas
|
$13.4M
|
-$10.8M
|
-143,811
|
-45%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11M
|
+$267K
|
+3,553
|
+3%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.9M
|
-$9.13M
|
-121,433
|
-46%
|
|
|
25
|
CIBC Bancorp USA
Chicago,
Illinois
|
$10.1M
|
–
|
–
|
–
|
|
