|
1
|
Bank of America
Charlotte,
North Carolina
|
$225M
|
+$24.1M
|
+174,186
|
+12%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$153M
|
+$4.4M
|
+31,842
|
+3%
|
|
|
3
|
|
$141M
|
-$4.01M
|
-29,047
|
-3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$88.3M
|
+$12.8M
|
+92,759
|
+17%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$84.5M
|
+$58.9M
|
+426,490
|
+237%
|
|
|
6
|
Spinnaker Trust
Portland,
Maine
|
$81.6M
|
-$442K
|
-3,202
|
-0.5%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$72.6M
|
-$198K
|
-1,436
|
-0.3%
|
|
|
8
|
IMA Advisory Services
Denver,
Colorado
|
$71.7M
|
-$436K
|
-3,161
|
-0.6%
|
|
|
9
|
|
$69.8M
|
+$110K
|
+794
|
+0.2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$67.5M
|
-$1.3M
|
-9,380
|
-2%
|
|
|
11
|
Acorns Advisers
Irvine,
California
|
$61.1M
|
+$304K
|
+2,204
|
+0.5%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$57.3M
|
-$1.01M
|
-7,319
|
-2%
|
|
|
13
|
|
$56.9M
|
-$313K
|
-2,268
|
-0.6%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$52.8M
|
+$2.14M
|
+15,526
|
+4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$52.4M
|
-$10.5M
|
-76,268
|
-17%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$42.9M
|
+$1.86M
|
+13,497
|
+5%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$42.6M
|
+$1.05M
|
+7,640
|
+3%
|
|
|
18
|
Shira Ridge Wealth Management
Larkspur,
California
|
$40.3M
|
+$656K
|
+4,750
|
+2%
|
|
|
19
|
|
$40.1M
|
-$1.17M
|
-8,480
|
-3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.9M
|
-$914K
|
-6,623
|
-3%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$25.7M
|
+$406K
|
+2,941
|
+2%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$25.1M
|
+$1.35M
|
+9,782
|
+6%
|
|
|
23
|
HM Payson & Co
Portland,
Maine
|
$24.7M
|
+$2.15M
|
+15,586
|
+10%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$18.6M
|
-$4.85M
|
-35,114
|
-21%
|
|
|
25
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$17.8M
|
-$322K
|
-2,330
|
-2%
|
|
