|
1
|
|
$243M
|
+$6.23M
|
+71,023
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$189M
|
-$18.1M
|
-205,999
|
-8%
|
|
|
3
|
|
$142M
|
-$22.4M
|
-254,811
|
-13%
|
|
|
4
|
Spinnaker Trust
Portland,
Maine
|
$88.8M
|
+$1.93M
|
+22,006
|
+2%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$82.2M
|
-$165K
|
-1,882
|
-0.2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$76.7M
|
-$15M
|
-170,495
|
-15%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$58.1M
|
+$268K
|
+3,053
|
+0.4%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52.8M
|
-$4.43M
|
-50,430
|
-7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$50.2M
|
-$356K
|
-4,055
|
-0.6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$45M
|
+$2.02M
|
+23,028
|
+4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$43.6M
|
-$4.04M
|
-46,015
|
-8%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$39.3M
|
+$16.1M
|
+183,173
|
+56%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$32M
|
+$4.5M
|
+51,283
|
+15%
|
|
|
14
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$30.2M
|
-$513K
|
-5,845
|
-2%
|
|
|
15
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$28.9M
|
-$12M
|
-136,900
|
-28%
|
|
|
16
|
|
$28.9M
|
+$909K
|
+10,354
|
+3%
|
|
|
17
|
Money Design
Tokyo,
Japan
|
$27.7M
|
+$3.94M
|
+44,887
|
+15%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.7M
|
+$10.7M
|
+122,419
|
+83%
|
|
|
19
|
|
$20.7M
|
+$321K
|
+3,661
|
+1%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$19M
|
-$3.41M
|
-38,803
|
-14%
|
|
|
21
|
Acorns Advisers
Irvine,
California
|
$18.9M
|
+$2.97M
|
+33,855
|
+17%
|
|
|
22
|
|
$18.8M
|
+$1.24M
|
+14,112
|
+6%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$17.2M
|
-$2.3M
|
-26,163
|
-11%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.8M
|
+$281K
|
+3,196
|
+2%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15.2M
|
+$1.69M
|
+19,255
|
+11%
|
|
