|
1
|
|
$255M
|
+$6.77M
|
+82,205
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$211M
|
+$30.3M
|
+367,640
|
+17%
|
|
|
3
|
|
$119M
|
-$20.4M
|
-248,115
|
-15%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$94.9M
|
+$9.34M
|
+113,448
|
+11%
|
|
|
5
|
Spinnaker Trust
Portland,
Maine
|
$80.2M
|
-$9.31K
|
-113
|
-0%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$73.3M
|
-$488K
|
-5,929
|
-0.7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$58.8M
|
-$1.12M
|
-13,575
|
-2%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$50.7M
|
+$26.8M
|
+325,134
|
+112%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49M
|
+$663K
|
+8,046
|
+1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$43.7M
|
+$893K
|
+10,846
|
+2%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$40.6M
|
-$61.9K
|
-752
|
-0.2%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.2M
|
-$3.54M
|
-43,029
|
-8%
|
|
|
13
|
|
$38.4M
|
+$8.3M
|
+100,707
|
+28%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$31.9M
|
-$1.77M
|
-21,539
|
-5%
|
|
|
15
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$31.2M
|
+$465K
|
+5,646
|
+2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$30.1M
|
-$21.7M
|
-263,301
|
-42%
|
|
|
17
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$29.8M
|
–
|
–
|
–
|
|
|
18
|
Money Design
Tokyo,
Japan
|
$29.2M
|
+$257K
|
+3,120
|
+0.9%
|
|
|
19
|
Acorns Advisers
Irvine,
California
|
$23.8M
|
+$2.24M
|
+27,165
|
+10%
|
|
|
20
|
Shira Ridge Wealth Management
Larkspur,
California
|
$20.6M
|
+$20.6M
|
+250,287
|
New
|
|
|
21
|
|
$20.5M
|
+$219K
|
+2,663
|
+1%
|
|
|
22
|
|
$19.8M
|
-$1.26M
|
-15,305
|
-6%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.2M
|
+$448K
|
+5,438
|
+2%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$18.1M
|
+$2.79M
|
+33,891
|
+18%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$17.3M
|
+$224K
|
+2,716
|
+1%
|
|
