|
1
|
DZ Bank
Frankfurt Am Main,
Germany
|
$356M
|
+$702K
|
+6,920
|
New
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$153M
|
+$8.65M
|
+85,271
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$126M
|
+$34.3M
|
+338,028
|
+38%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$105M
|
+$11.6M
|
+114,036
|
+12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$65.1M
|
+$19.5M
|
+192,406
|
+43%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$57.8M
|
+$15.2M
|
+149,855
|
+36%
|
|
|
7
|
Destination Wealth Management
Walnut Creek,
California
|
$54.3M
|
-$173K
|
-1,707
|
-0.3%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$32.6M
|
+$7.81M
|
+77,004
|
+32%
|
|
|
9
|
Parcion Private Wealth
Bellevue,
Washington
|
$31M
|
+$10.2M
|
+100,503
|
+50%
|
|
|
10
|
L.J. Altfest & Co
New York
|
$27.1M
|
+$6.22M
|
+61,297
|
+30%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.5M
|
+$10.2M
|
+100,670
|
+64%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$25M
|
+$2.99M
|
+29,498
|
+14%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$24.8M
|
+$422K
|
+4,155
|
+2%
|
|
|
14
|
Estate Counselors
Thiensville,
Wisconsin
|
$24.3M
|
+$5.29M
|
+52,150
|
+28%
|
|
|
15
|
WestEnd Advisors
Charlotte,
North Carolina
|
$22.8M
|
+$6.09M
|
+59,998
|
+37%
|
|
|
16
|
|
$22M
|
+$2.24M
|
+22,104
|
+11%
|
|
|
17
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$21.6M
|
+$12M
|
+118,207
|
+128%
|
|
|
18
|
Lee Financial
Dallas,
Texas
|
$21.5M
|
-$7.12M
|
-70,218
|
-25%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
+$2.71M
|
+26,712
|
+16%
|
|
|
20
|
Keating Investment Counselors
Delray Beach,
Florida
|
$18.1M
|
-$2.54K
|
-25
|
-0%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$17.4M
|
+$11.2M
|
+110,239
|
+184%
|
|
|
22
|
Barber Financial Group
Lenexa,
Kansas
|
$13.9M
|
-$3.58M
|
-35,290
|
-21%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$13.1M
|
+$10.1M
|
+99,536
|
+352%
|
|
|
24
|
Hilltop Holdings
Dallas,
Texas
|
$13M
|
+$12.9M
|
+127,375
|
New
|
|
|
25
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$12.5M
|
-$991K
|
-9,772
|
-7%
|
|
