|
1
|
Wells Fargo
San Francisco,
California
|
$43.8M
|
+$19.5M
|
+859,381
|
+75%
|
|
|
2
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$18M
|
–
|
–
|
–
|
|
|
3
|
|
$13.8M
|
+$500K
|
+22,063
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.7M
|
-$8.08M
|
-356,764
|
-38%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.6M
|
+$1.55M
|
+68,542
|
+13%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.11M
|
-$2M
|
-88,322
|
-17%
|
|
|
7
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$8.74M
|
+$9.1M
|
+401,610
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.63M
|
+$3.25M
|
+143,704
|
+89%
|
|
|
9
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$6.55M
|
+$383K
|
+16,914
|
+6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.4M
|
-$681K
|
-30,058
|
-9%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$5.93M
|
+$1.64M
|
+72,392
|
+36%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.86M
|
+$357K
|
+15,767
|
+6%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.41M
|
-$158K
|
-6,959
|
-3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$4.38M
|
-$31.8K
|
-1,405
|
-0.7%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$3.6M
|
+$198K
|
+8,753
|
+6%
|
|
|
16
|
Naples Global Advisors
Naples,
Florida
|
$3.08M
|
-$247K
|
-10,920
|
-7%
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$2.88M
|
-$859K
|
-37,945
|
-22%
|
|
|
18
|
Willis Johnson & Associates
Houston,
Texas
|
$2.84M
|
+$1.48M
|
+65,148
|
+100%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.61M
|
-$493K
|
-21,754
|
-15%
|
|
|
20
|
Signet Financial Management
Parsippany,
New Jersey
|
$2.34M
|
+$1.17M
|
+51,561
|
+92%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$2.11M
|
-$167K
|
-7,366
|
-7%
|
|
|
22
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.73M
|
-$361K
|
-15,949
|
-17%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$1.72M
|
+$1.57M
|
+69,431
|
+739%
|
|
|
24
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.48M
|
–
|
–
|
–
|
|
|
25
|
Hamilton Wealth
Encino,
California
|
$1.46M
|
-$912K
|
-40,272
|
-38%
|
|
