|
1
|
|
$192M
|
-$1.14M
|
-9,861
|
-0.6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$180M
|
-$1.08M
|
-9,360
|
-0.6%
|
|
|
3
|
|
$140M
|
-$1.68M
|
-14,565
|
-1%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$120M
|
-$217K
|
-1,882
|
-0.2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$97.8M
|
-$2.88M
|
-24,977
|
-3%
|
|
|
6
|
Spinnaker Trust
Portland,
Maine
|
$75.7M
|
-$8.27M
|
-71,703
|
-10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$70.1M
|
-$396K
|
-3,434
|
-0.6%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$69.7M
|
-$3.94M
|
-34,179
|
-6%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$61.6M
|
+$390K
|
+3,383
|
+0.7%
|
|
|
10
|
|
$56.4M
|
+$1.13M
|
+9,759
|
+2%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$55.5M
|
+$1.03M
|
+8,936
|
+2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$47.7M
|
-$1.06M
|
-9,224
|
-2%
|
|
|
13
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$46.1M
|
–
|
–
|
–
|
|
|
14
|
Acorns Advisers
Irvine,
California
|
$44.6M
|
+$579K
|
+5,023
|
+1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$38.1M
|
-$1.03M
|
-8,901
|
-3%
|
|
|
16
|
Shira Ridge Wealth Management
Larkspur,
California
|
$31.6M
|
-$1.23M
|
-10,658
|
-4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.6M
|
+$3.06M
|
+26,485
|
+13%
|
|
|
18
|
|
$28.2M
|
-$79.9K
|
-693
|
-0.3%
|
|
|
19
|
World Investment Advisors
Santa Barbara,
California
|
$23.7M
|
+$22.5M
|
+195,314
|
+9,889%
|
|
|
20
|
|
$22.9M
|
-$312K
|
-2,706
|
-1%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$20.5M
|
-$1.2M
|
-10,444
|
-6%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$19.1M
|
-$2.62M
|
-22,682
|
-13%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$18.7M
|
+$677K
|
+5,871
|
+4%
|
|
|
24
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$18.5M
|
-$5.21M
|
-45,193
|
-23%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$17.5M
|
+$182K
|
+1,577
|
+1%
|
|
