|
1
|
Bank of America
Charlotte,
North Carolina
|
$676M
|
-$57.1M
|
-1,168,104
|
-8%
|
|
|
2
|
|
$311M
|
+$201M
|
+4,100,927
|
+182%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$203M
|
+$9.85M
|
+201,362
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$151M
|
+$23.7M
|
+484,222
|
+19%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$100M
|
+$15.6M
|
+318,113
|
+18%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$97.8M
|
+$56.1M
|
+1,146,747
|
+134%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$72.2M
|
-$6.57M
|
-134,314
|
-8%
|
|
|
8
|
Biltmore Wealth Management
Tempe,
Arizona
|
$65.8M
|
–
|
–
|
–
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$60.3M
|
-$8.16M
|
-166,912
|
-12%
|
|
|
10
|
|
$57.3M
|
-$1.43M
|
-29,217
|
-2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$53.6M
|
-$214K
|
-4,383
|
-0.4%
|
|
|
12
|
|
$52.2M
|
+$43.4M
|
+887,724
|
+495%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48.6M
|
-$9.54M
|
-195,040
|
-16%
|
|
|
14
|
Bailard
Foster City,
California
|
$44M
|
+$33.6M
|
+686,860
|
+321%
|
|
|
15
|
Caprin Asset Management
Henrico,
Virginia
|
$42M
|
-$77.6K
|
-1,587
|
-0.2%
|
|
|
16
|
|
$38.5M
|
+$38.5M
|
+787,663
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$36.7M
|
-$22.5M
|
-459,777
|
-38%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$26.4M
|
-$1.65M
|
-33,801
|
-6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.6M
|
+$26.1M
|
+534,334
|
New
|
|
|
20
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$24.8M
|
-$1.44M
|
-29,519
|
-6%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$22.4M
|
+$533K
|
+10,900
|
+2%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$21.9M
|
-$1.61M
|
-32,984
|
-7%
|
|
|
23
|
AJ Wealth Strategies
New York
|
$20.2M
|
+$2.38M
|
+48,635
|
+13%
|
|
|
24
|
ETrade Capital Management
Arlington,
Virginia
|
$19.9M
|
+$724K
|
+14,808
|
+4%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.6M
|
+$4.89M
|
+100,031
|
+33%
|
|
