|
1
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
+$21.1M
|
+337,464
|
+26%
|
|
|
2
|
|
$80.3M
|
+$10.4M
|
+166,100
|
+16%
|
|
|
3
|
Spinnaker Trust
Portland,
Maine
|
$57.7M
|
+$54M
|
+863,214
|
New
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$41M
|
+$7.23M
|
+115,544
|
+24%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$40.4M
|
-$369K
|
-5,900
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$39.8M
|
+$2.87M
|
+45,890
|
+8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$26.1M
|
+$135K
|
+2,154
|
+0.6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$25.6M
|
+$10.5M
|
+168,028
|
+78%
|
|
|
9
|
|
$23.2M
|
+$5.82M
|
+92,934
|
+37%
|
|
|
10
|
|
$22.9M
|
-$3.42M
|
-54,600
|
-14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17M
|
+$2.6M
|
+41,596
|
+20%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$13.8M
|
+$1.1M
|
+17,596
|
+9%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$11M
|
-$142K
|
-2,268
|
-1%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.5M
|
-$295K
|
-4,708
|
-3%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$9.63M
|
+$1.22M
|
+19,576
|
+16%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.36M
|
+$561K
|
+8,972
|
+7%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$8M
|
-$12.4M
|
-198,930
|
-62%
|
|
|
18
|
|
$6.86M
|
+$777K
|
+12,416
|
+14%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.79M
|
+$1.29M
|
+20,634
|
+25%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.72M
|
-$2.94M
|
-46,960
|
-32%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$6.27M
|
+$95.7K
|
+1,530
|
+2%
|
|
|
22
|
Tompkins Financial
Ithaca,
New York
|
$5.82M
|
-$27.3K
|
-436
|
-0.5%
|
|
|
23
|
|
$4.91M
|
-$136K
|
-2,180
|
-3%
|
|
|
24
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.33M
|
-$97.5K
|
-1,558
|
-2%
|
|
|
25
|
Snowden Capital Advisors
New York
|
$4.19M
|
+$387K
|
+6,178
|
+11%
|
|
