|
1
|
|
$172M
|
-$13.5M
|
-111,565
|
-7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$171M
|
-$220K
|
-1,812
|
-0.1%
|
|
|
3
|
|
$121M
|
-$10.7M
|
-88,484
|
-8%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$115M
|
-$801K
|
-6,606
|
-0.7%
|
|
|
5
|
|
$93.5M
|
+$40.6M
|
+334,828
|
+70%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$74.7M
|
-$16.3M
|
-134,696
|
-17%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$69.5M
|
-$2.22M
|
-18,327
|
-3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65.8M
|
-$1.18M
|
-9,702
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$60.5M
|
-$3.17M
|
-26,154
|
-5%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$59.3M
|
-$1.14M
|
-9,365
|
-2%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$55.6M
|
+$2.69M
|
+22,221
|
+5%
|
|
|
12
|
IMA Advisory Services
Denver,
Colorado
|
$54M
|
+$56.9M
|
+469,719
|
New
|
|
|
13
|
Acorns Advisers
Irvine,
California
|
$43.9M
|
+$1.14M
|
+9,364
|
+3%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$43.8M
|
-$509K
|
-4,200
|
-1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.1M
|
+$8.28M
|
+68,316
|
+27%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$34.8M
|
-$911K
|
-7,512
|
-2%
|
|
|
17
|
Shira Ridge Wealth Management
Larkspur,
California
|
$33M
|
+$2.89M
|
+23,829
|
+9%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.3M
|
+$13.2M
|
+108,594
|
+106%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$23.2M
|
-$20.1M
|
-165,791
|
-45%
|
|
|
20
|
|
$23.1M
|
-$3.96M
|
-32,660
|
-14%
|
|
|
21
|
|
$21M
|
-$285K
|
-2,347
|
-1%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$21M
|
+$488K
|
+4,024
|
+2%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$19M
|
+$401K
|
+3,309
|
+2%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.8M
|
-$523K
|
-4,311
|
-3%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$16M
|
+$9.82M
|
+81,031
|
+140%
|
|
