|
1
|
Bank of America
Charlotte,
North Carolina
|
$135M
|
+$14.1M
|
+195,300
|
+12%
|
|
|
2
|
|
$88.1M
|
-$171K
|
-2,362
|
-0.2%
|
|
|
3
|
Spinnaker Trust
Portland,
Maine
|
$72.2M
|
+$8.59M
|
+118,876
|
+14%
|
|
|
4
|
|
$50.7M
|
+$25.1M
|
+348,052
|
+100%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47.5M
|
+$2.95M
|
+40,870
|
+7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$46.6M
|
+$2.12M
|
+29,284
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$43.9M
|
+$153K
|
+2,114
|
+0.4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$35.8M
|
+$7.05M
|
+97,570
|
+25%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$34.5M
|
+$6.18M
|
+85,608
|
+22%
|
|
|
10
|
|
$24.8M
|
-$355K
|
-4,910
|
-1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.7M
|
+$4.88M
|
+67,526
|
+27%
|
|
|
12
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$19M
|
+$404K
|
+5,590
|
New
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$16.3M
|
+$1.18M
|
+16,406
|
+8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
+$6.2M
|
+85,862
|
+85%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$13M
|
+$833K
|
+11,530
|
+7%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.7M
|
+$382K
|
+5,286
|
+4%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$10.5M
|
-$83.6K
|
-1,158
|
-0.8%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.5M
|
-$987K
|
-13,668
|
-9%
|
|
|
19
|
|
$8.55M
|
+$985K
|
+13,640
|
+13%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.39M
|
+$906K
|
+12,542
|
+12%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$6.89M
|
–
|
–
|
–
|
|
|
22
|
|
$6.53M
|
+$1.11M
|
+15,376
|
+21%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.52M
|
-$2.24M
|
-30,982
|
-26%
|
|
|
24
|
Tompkins Financial
Ithaca,
New York
|
$6.4M
|
-$4.04K
|
-56
|
-0.1%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.92M
|
+$1.03M
|
+14,324
|
+27%
|
|
