|
1
|
Bank of America
Charlotte,
North Carolina
|
$196M
|
-$3M
|
-22,984
|
-2%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$144M
|
+$3.11M
|
+23,825
|
+2%
|
|
|
3
|
|
$141M
|
-$1.11M
|
-8,517
|
-0.8%
|
|
|
4
|
Spinnaker Trust
Portland,
Maine
|
$79.9M
|
-$736K
|
-5,632
|
-0.9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73.3M
|
-$6.18M
|
-47,347
|
-8%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$70.9M
|
+$2.44M
|
+18,707
|
+4%
|
|
|
7
|
IMA Advisory Services
Denver,
Colorado
|
$70.2M
|
+$5.22M
|
+39,978
|
+8%
|
|
|
8
|
|
$67.9M
|
-$39.9M
|
-305,840
|
-38%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$67M
|
-$12.6M
|
-96,758
|
-16%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$61.3M
|
-$4.91M
|
-37,615
|
-8%
|
|
|
11
|
Acorns Advisers
Irvine,
California
|
$59.2M
|
+$1.33M
|
+10,163
|
+2%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$56.7M
|
-$1.89M
|
-14,494
|
-3%
|
|
|
13
|
|
$55.7M
|
-$1.94M
|
-14,871
|
-3%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$49.3M
|
-$1.06M
|
-8,107
|
-2%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$40.5M
|
+$12M
|
+91,997
|
+45%
|
|
|
16
|
|
$40.2M
|
-$1.35M
|
-10,313
|
-3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$40M
|
-$1.57M
|
-12,013
|
-4%
|
|
|
18
|
Shira Ridge Wealth Management
Larkspur,
California
|
$38.6M
|
-$350K
|
-2,680
|
-0.9%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$33M
|
-$19M
|
-145,820
|
-38%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$24.7M
|
-$89.5K
|
-685
|
-0.4%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$24.4M
|
-$1.03M
|
-7,920
|
-4%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$23.1M
|
-$423K
|
-3,242
|
-2%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$22.9M
|
-$1.27M
|
-9,694
|
-5%
|
|
|
24
|
HM Payson & Co
Portland,
Maine
|
$22M
|
+$422K
|
+3,229
|
+2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22M
|
-$1.66M
|
-12,672
|
-7%
|
|
