|
1
|
CM Wealth Advisors
Beachwood,
Ohio
|
$2.04B
|
–
|
–
|
–
|
|
|
2
|
|
$1.69B
|
+$100M
|
+710,763
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.22B
|
+$52.1M
|
+369,116
|
+4%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$747M
|
+$45.9M
|
+325,738
|
+6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$639M
|
-$1.83M
|
-12,957
|
-0.3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$634M
|
+$53.4M
|
+378,763
|
+8%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$590M
|
+$15.9M
|
+112,817
|
+2%
|
|
|
8
|
|
$588M
|
+$16.5M
|
+116,887
|
+3%
|
|
|
9
|
|
$482M
|
-$143M
|
-1,017,179
|
-21%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$333M
|
+$26.8M
|
+190,056
|
+8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$320M
|
+$22.6M
|
+159,896
|
+7%
|
|
|
12
|
Choate Investment Advisors
Boston,
Massachusetts
|
$299M
|
-$109M
|
-770,593
|
-25%
|
|
|
13
|
|
$298M
|
+$6.68M
|
+47,365
|
+2%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$271M
|
+$43.6M
|
+308,909
|
+17%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$266M
|
+$18.6M
|
+131,771
|
+7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$259M
|
-$21.4M
|
-151,930
|
-7%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$215M
|
+$30.4M
|
+215,879
|
+15%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$185M
|
+$3.51M
|
+24,868
|
+2%
|
|
|
19
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$179M
|
-$1.4M
|
-9,915
|
-0.7%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$179M
|
+$22.7M
|
+160,951
|
+13%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$174M
|
+$16.9M
|
+119,562
|
+10%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$172M
|
-$1.35M
|
-9,543
|
-0.7%
|
|
|
23
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$172M
|
-$59M
|
-418,000
|
-24%
|
|
|
24
|
Brown Advisory
Baltimore,
Maryland
|
$123M
|
+$1.12M
|
+7,916
|
+0.8%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$119M
|
+$1.54M
|
+10,903
|
+1%
|
|
