|
1
|
Personal Capital Advisors
Redwood City,
California
|
$165M
|
+$9.62M
|
+93,023
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$160M
|
+$31.9M
|
+308,312
|
+25%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$160M
|
+$52.9M
|
+511,758
|
+50%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$75.6M
|
+$9.34M
|
+90,304
|
+14%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$71.5M
|
+$12.7M
|
+122,775
|
+22%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$57.2M
|
+$2.03M
|
+19,639
|
+4%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$42.8M
|
+$9.62M
|
+93,027
|
+29%
|
|
|
8
|
L.J. Altfest & Co
New York
|
$40M
|
+$12.3M
|
+119,375
|
+45%
|
|
|
9
|
Parcion Private Wealth
Bellevue,
Washington
|
$33.4M
|
+$2.11M
|
+20,360
|
+7%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.9M
|
+$4.43M
|
+42,834
|
+18%
|
|
|
11
|
Estate Counselors
Thiensville,
Wisconsin
|
$29.4M
|
+$4.72M
|
+45,665
|
+19%
|
|
|
12
|
WestEnd Advisors
Charlotte,
North Carolina
|
$28.3M
|
+$5.14M
|
+49,664
|
+22%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.1M
|
+$1.16M
|
+11,243
|
+4%
|
|
|
14
|
|
$26.2M
|
+$3.85M
|
+37,223
|
+17%
|
|
|
15
|
Cerity Partners OCIO
New York
|
$25.8M
|
+$649K
|
+6,270
|
+3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$22.9M
|
+$5.18M
|
+50,040
|
+29%
|
|
|
17
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$22.6M
|
+$695K
|
+6,719
|
+3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$20.1M
|
-$116K
|
-1,119
|
-0.6%
|
|
|
19
|
Keating Investment Counselors
Delray Beach,
Florida
|
$18.4M
|
-$17.6K
|
-170
|
-0.1%
|
|
|
20
|
Barber Financial Group
Lenexa,
Kansas
|
$15.8M
|
+$1.65M
|
+15,968
|
+12%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15M
|
+$11.1M
|
+107,109
|
+292%
|
|
|
22
|
Rockland Trust
Hanover,
Massachusetts
|
$12.9M
|
+$1.41M
|
+13,667
|
+12%
|
|
|
23
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$12.8M
|
+$315K
|
+3,047
|
+3%
|
|
|
24
|
American Money Management
Rancho Santa Fe,
California
|
$12.3M
|
+$81.2K
|
+785
|
+0.7%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
+$2.83M
|
+27,309
|
+30%
|
|
