|
1
|
Charles Schwab
San Francisco,
California
|
$716M
|
-$43.4M
|
-614,885
|
-6%
|
|
|
2
|
|
$429M
|
+$127M
|
+1,800,982
|
+42%
|
|
|
3
|
|
$95.1M
|
+$1.94M
|
+27,523
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$67.4M
|
+$4.74M
|
+67,149
|
+7%
|
|
|
5
|
Bank of New York Mellon
New York
|
$66.7M
|
-$17.7M
|
-250,299
|
-21%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$61.7M
|
+$19M
|
+269,586
|
+44%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$47.4M
|
+$33.8M
|
+478,719
|
+240%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$45.4M
|
+$6.42M
|
+90,994
|
+16%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$40.5M
|
+$1.85M
|
+26,215
|
+5%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$30.7M
|
+$26.9M
|
+381,488
|
+661%
|
|
|
11
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$27.1M
|
+$470K
|
+6,660
|
+2%
|
|
|
12
|
First American Trust
Santa Ana,
California
|
$23.4M
|
+$23.6M
|
+334,207
|
New
|
|
|
13
|
Charles Schwab Trust
Henderson,
Nevada
|
$23.3M
|
-$2.01M
|
-28,416
|
-8%
|
|
|
14
|
Victory Capital Management
San Antonio,
Texas
|
$22.5M
|
-$4.17M
|
-59,055
|
-16%
|
|
|
15
|
Equitable Holdings
New York
|
$21.2M
|
+$8.4M
|
+118,925
|
+58%
|
|
|
16
|
|
$18.2M
|
+$1.76M
|
+24,960
|
+10%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.2M
|
+$6.91M
|
+97,806
|
+82%
|
|
|
18
|
Arlington Financial Advisors
Santa Barbara,
California
|
$14.1M
|
-$1.99M
|
-28,139
|
-12%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14M
|
-$560K
|
-7,929
|
-4%
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$13.4M
|
-$219K
|
-3,100
|
-2%
|
|
|
21
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$12M
|
+$4.27M
|
+60,518
|
+55%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$9.96M
|
+$7.2M
|
+101,937
|
+252%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.96M
|
+$72.1K
|
+1,021
|
+0.4%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.89M
|
+$97.2K
|
+1,377
|
+1%
|
|
|
25
|
CIBC Bancorp USA
Chicago,
Illinois
|
$9.3M
|
+$9.39M
|
+133,057
|
New
|
|
