|
1
|
Bank of America
Charlotte,
North Carolina
|
$186M
|
-$2.45M
|
-20,750
|
-1%
|
|
|
2
|
|
$133M
|
-$817K
|
-6,931
|
-0.7%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$132M
|
+$5.04M
|
+42,734
|
+4%
|
|
|
4
|
|
$102M
|
-$957K
|
-8,114
|
-1%
|
|
|
5
|
Spinnaker Trust
Portland,
Maine
|
$75.4M
|
-$1.25M
|
-10,610
|
-2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$74.8M
|
-$7.16M
|
-60,732
|
-9%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$74.5M
|
+$1.79M
|
+15,209
|
+3%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$63.8M
|
-$1.46M
|
-12,401
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$62.1M
|
-$4.36M
|
-36,971
|
-7%
|
|
|
10
|
IMA Advisory Services
Denver,
Colorado
|
$60.5M
|
+$934K
|
+7,918
|
+2%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$54.9M
|
-$5.99M
|
-50,807
|
-11%
|
|
|
12
|
Acorns Advisers
Irvine,
California
|
$54M
|
+$5.21M
|
+44,163
|
+12%
|
|
|
13
|
|
$54M
|
-$127M
|
-1,073,861
|
-72%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.3M
|
+$7.73M
|
+65,573
|
+20%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$47.1M
|
-$1.19M
|
-10,085
|
-3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$38.9M
|
+$468K
|
+3,966
|
+1%
|
|
|
17
|
|
$38.8M
|
+$14.6M
|
+123,451
|
+67%
|
|
|
18
|
Shira Ridge Wealth Management
Larkspur,
California
|
$36.4M
|
-$4.01K
|
-34
|
-0%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$26.1M
|
+$7.92M
|
+67,147
|
+48%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$23.8M
|
-$1.69M
|
-14,329
|
-7%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$23.1M
|
+$4.28M
|
+36,327
|
+25%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$22.6M
|
-$517K
|
-4,383
|
-2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.1M
|
-$4.35M
|
-36,853
|
-17%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$22M
|
+$960K
|
+8,140
|
+5%
|
|
|
25
|
HM Payson & Co
Portland,
Maine
|
$20.1M
|
+$8.19M
|
+69,466
|
+78%
|
|
