|
1
|
Bank of America
Charlotte,
North Carolina
|
$737M
|
+$21.9M
|
+447,156
|
+3%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$194M
|
+$63.4M
|
+1,292,181
|
+49%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$128M
|
-$4.94M
|
-100,839
|
-4%
|
|
|
4
|
|
$111M
|
-$2.22M
|
-45,263
|
-2%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$85.3M
|
+$14.1M
|
+286,607
|
+20%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$79.1M
|
+$2.68M
|
+54,747
|
+4%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$68.8M
|
+$3.26M
|
+66,589
|
+5%
|
|
|
8
|
Biltmore Wealth Management
Tempe,
Arizona
|
$65.8M
|
+$320K
|
+6,519
|
+0.5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$59.4M
|
-$25.8M
|
-526,390
|
-30%
|
|
|
10
|
|
$58.9M
|
+$489K
|
+9,980
|
+0.8%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$58.4M
|
+$275K
|
+5,606
|
+0.5%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$53.9M
|
+$3.01M
|
+61,476
|
+6%
|
|
|
13
|
Caprin Asset Management
Henrico,
Virginia
|
$42.3M
|
-$166K
|
-3,377
|
-0.4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$41.9M
|
-$11M
|
-223,583
|
-21%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$28.2M
|
+$4.84M
|
+98,728
|
+21%
|
|
|
16
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$27.3M
|
+$23.1M
|
+472,096
|
+559%
|
|
|
17
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$26.3M
|
+$786K
|
+16,029
|
+3%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$23.7M
|
+$23.6M
|
+481,857
|
New
|
|
|
19
|
People's United Financial
Bridgeport,
Connecticut
|
$22.3M
|
+$629K
|
+12,825
|
+3%
|
|
|
20
|
|
$22M
|
+$6.96M
|
+142,022
|
+46%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$22M
|
+$1.6M
|
+32,653
|
+8%
|
|
|
22
|
ETrade Capital Management
Arlington,
Virginia
|
$19.2M
|
+$2.7M
|
+55,157
|
+16%
|
|
|
23
|
Financial Engines Advisors
Santa Clara,
California
|
$18.7M
|
+$1.36M
|
+27,814
|
+8%
|
|
|
24
|
Parcion Private Wealth
Bellevue,
Washington
|
$18.1M
|
+$18.1M
|
+368,298
|
New
|
|
|
25
|
AJ Wealth Strategies
New York
|
$17.9M
|
+$2.41M
|
+49,189
|
+16%
|
|
