|
1
|
Bank of America
Charlotte,
North Carolina
|
$217M
|
+$5.87M
|
+63,450
|
+3%
|
|
|
2
|
|
$206M
|
+$42.1M
|
+455,256
|
+27%
|
|
|
3
|
|
$180M
|
+$2.65M
|
+28,673
|
+2%
|
|
|
4
|
Spinnaker Trust
Portland,
Maine
|
$99.4M
|
+$867K
|
+9,375
|
+0.9%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$80.6M
|
+$5.75M
|
+62,127
|
+8%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$78.2M
|
+$6.29M
|
+67,988
|
+9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$64.6M
|
-$6.24M
|
-67,490
|
-9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$61.9M
|
+$1.51M
|
+16,311
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$58.1M
|
+$2.47M
|
+26,750
|
+5%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$46M
|
+$2.51M
|
+27,101
|
+6%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.1M
|
+$968K
|
+10,463
|
+2%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$32M
|
+$1.44M
|
+15,545
|
+5%
|
|
|
13
|
|
$27.5M
|
-$1.76M
|
-19,065
|
-6%
|
|
|
14
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$26.7M
|
-$111M
|
-1,200,000
|
-81%
|
|
|
15
|
Mission Wealth Management
Santa Barbara,
California
|
$26.7M
|
+$1.75M
|
+18,881
|
+7%
|
|
|
16
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$25M
|
+$21.1M
|
+228,100
|
+675%
|
|
|
17
|
|
$23.1M
|
+$5.12M
|
+55,312
|
+30%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.3M
|
+$1.54M
|
+16,657
|
+8%
|
|
|
19
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$20.9M
|
–
|
–
|
–
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$19.7M
|
-$442K
|
-4,774
|
-2%
|
|
|
21
|
|
$16.7M
|
+$2M
|
+21,628
|
+14%
|
|
|
22
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$15.6M
|
+$15.1M
|
+163,007
|
New
|
|
|
23
|
Money Design
Tokyo,
Japan
|
$14M
|
+$384K
|
+4,157
|
+3%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.7M
|
+$632K
|
+6,834
|
+5%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$12.1M
|
+$11.7M
|
+126,544
|
New
|
|
