|
1
|
Bank of America
Charlotte,
North Carolina
|
$222M
|
-$3.04M
|
-20,577
|
-1%
|
|
|
2
|
|
$182M
|
+$26.7M
|
+180,777
|
+18%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$163M
|
-$1.05M
|
-7,144
|
-0.7%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$103M
|
-$2.78M
|
-18,796
|
-3%
|
|
|
5
|
Spinnaker Trust
Portland,
Maine
|
$87.3M
|
-$1.01M
|
-6,849
|
-1%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$86.9M
|
+$26.9M
|
+182,035
|
+48%
|
|
|
7
|
IMA Advisory Services
Denver,
Colorado
|
$80.9M
|
+$270K
|
+1,831
|
+0.4%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$78M
|
+$15.9M
|
+107,919
|
+27%
|
|
|
9
|
|
$74.4M
|
-$759K
|
-5,141
|
-1%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$74M
|
-$1.32M
|
-8,949
|
-2%
|
|
|
11
|
Acorns Advisers
Irvine,
California
|
$69.6M
|
+$30.9K
|
+209
|
+0%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$67.1M
|
+$3.33M
|
+22,566
|
+5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$60.3M
|
-$177K
|
-1,196
|
-0.3%
|
|
|
14
|
|
$58.4M
|
-$1.91M
|
-12,943
|
-3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$51.9M
|
-$2.07M
|
-14,034
|
-4%
|
|
|
16
|
Shira Ridge Wealth Management
Larkspur,
California
|
$44.5M
|
-$425K
|
-2,878
|
-1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$43.3M
|
-$3.9M
|
-26,410
|
-9%
|
|
|
18
|
|
$41.8M
|
-$1.3M
|
-8,792
|
-3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.5M
|
-$2.01M
|
-13,621
|
-6%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$29.7M
|
+$1.14M
|
+7,701
|
+4%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$29.2M
|
+$851K
|
+5,765
|
+3%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$27.6M
|
-$2.87M
|
-19,456
|
-10%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$20.3M
|
+$200K
|
+1,355
|
+1%
|
|
|
24
|
HM Payson & Co
Portland,
Maine
|
$19.8M
|
-$5.41M
|
-36,625
|
-22%
|
|
|
25
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$19.3M
|
+$1.12M
|
+7,554
|
+6%
|
|
