|
1
|
Bank of America
Charlotte,
North Carolina
|
$101M
|
+$7.81M
|
+122,186
|
+9%
|
|
|
2
|
|
$41.3M
|
+$6.24M
|
+97,546
|
+19%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38.2M
|
+$1.31M
|
+20,414
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$28.9M
|
+$5.18M
|
+81,022
|
+23%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$26M
|
-$379K
|
-5,924
|
-2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$24.6M
|
+$1.26M
|
+19,628
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$508K
|
+7,948
|
+4%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$11.6M
|
+$1.5M
|
+23,530
|
+16%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
+$3.47M
|
+54,234
|
+46%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$10.9M
|
+$9.44M
|
+147,702
|
+953%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.2M
|
+$145K
|
+2,268
|
+2%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.55M
|
+$1.24M
|
+19,468
|
+16%
|
|
|
13
|
|
$9.46M
|
+$1.02M
|
+15,904
|
+13%
|
|
|
14
|
|
$9.31M
|
+$374K
|
+5,848
|
+4%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.54M
|
+$1.89M
|
+29,632
|
+30%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.94M
|
+$418K
|
+6,534
|
+6%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$6.18M
|
-$262K
|
-4,094
|
-4%
|
|
|
18
|
Tompkins Financial
Ithaca,
New York
|
$5.79M
|
+$329K
|
+5,144
|
+6%
|
|
|
19
|
|
$5.36M
|
+$573K
|
+8,954
|
+13%
|
|
|
20
|
Snowden Capital Advisors
New York
|
$4.56M
|
-$69.7K
|
-1,090
|
-2%
|
|
|
21
|
Garde Capital
Seattle,
Washington
|
$4.25M
|
+$804K
|
+12,570
|
+25%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$4.17M
|
+$268K
|
+4,184
|
+7%
|
|
|
23
|
|
$3.95M
|
+$1.7M
|
+26,616
|
+82%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.74M
|
+$1.06M
|
+16,576
|
+42%
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
$3.38M
|
–
|
–
|
–
|
|
