|
1
|
Bank of America
Charlotte,
North Carolina
|
$165M
|
+$13.3M
|
+169,739
|
+9%
|
|
|
2
|
|
$123M
|
+$23.4M
|
+299,543
|
+25%
|
|
|
3
|
|
$84.4M
|
+$25.8M
|
+329,857
|
+47%
|
|
|
4
|
Spinnaker Trust
Portland,
Maine
|
$81.3M
|
+$408K
|
+5,223
|
+0.5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$58.6M
|
+$5.8M
|
+74,157
|
+12%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55.5M
|
+$2.26M
|
+28,957
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$50.9M
|
+$1.66M
|
+21,195
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$46.9M
|
+$6.45M
|
+82,477
|
+17%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$44.9M
|
+$6M
|
+76,754
|
+16%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.1M
|
+$7.21M
|
+92,279
|
+29%
|
|
|
11
|
|
$27M
|
-$722K
|
-9,234
|
-3%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$19.6M
|
+$1.2M
|
+15,411
|
+7%
|
|
|
13
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$17.9M
|
+$14.4M
|
+184,096
|
+559%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.4M
|
+$6.72M
|
+85,919
|
+97%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$14.3M
|
-$210K
|
-2,680
|
-2%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$11.8M
|
+$42.7K
|
+546
|
+0.4%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.8M
|
+$18.3K
|
+234
|
+0.2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.7M
|
-$283K
|
-3,615
|
-2%
|
|
|
19
|
|
$10.8M
|
+$1.15M
|
+14,758
|
+13%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.6M
|
+$1.13M
|
+14,396
|
+13%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
-$4.62M
|
-59,110
|
-32%
|
|
|
22
|
|
$10.4M
|
+$2.95M
|
+37,752
|
+43%
|
|
|
23
|
Money Design
Tokyo,
Japan
|
$9.96M
|
+$9.5M
|
+121,579
|
New
|
|
|
24
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$7.82M
|
+$7.43M
|
+95,000
|
New
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$7.72M
|
–
|
–
|
–
|
|
