|
1
|
Bank of America
Charlotte,
North Carolina
|
$193M
|
-$21.5M
|
-154,971
|
-10%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$141M
|
-$4.28M
|
-30,850
|
-3%
|
|
|
3
|
|
$132M
|
-$1.71M
|
-12,358
|
-1%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90.9M
|
+$7.56M
|
+54,542
|
+9%
|
|
|
5
|
Spinnaker Trust
Portland,
Maine
|
$75.6M
|
-$1.84M
|
-13,270
|
-2%
|
|
|
6
|
IMA Advisory Services
Denver,
Colorado
|
$69M
|
+$1.11M
|
+8,040
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$64.5M
|
+$636K
|
+4,590
|
+0.9%
|
|
|
8
|
|
$64.4M
|
-$1.9M
|
-13,723
|
-3%
|
|
|
9
|
Acorns Advisers
Irvine,
California
|
$59.6M
|
+$1.73M
|
+12,448
|
+3%
|
|
|
10
|
Mission Wealth Management
Santa Barbara,
California
|
$54.5M
|
+$176K
|
+1,266
|
+0.3%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$52.5M
|
+$12.7M
|
+91,927
|
+30%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$51.8M
|
+$1.83M
|
+13,184
|
+3%
|
|
|
13
|
|
$50.7M
|
-$2.01M
|
-14,493
|
-4%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$50.3M
|
-$19.4M
|
-139,901
|
-27%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$46.3M
|
-$3.52M
|
-25,381
|
-7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$40.6M
|
-$104K
|
-752
|
-0.2%
|
|
|
17
|
Shira Ridge Wealth Management
Larkspur,
California
|
$38.4M
|
+$202K
|
+1,460
|
+0.5%
|
|
|
18
|
|
$37M
|
-$1.11M
|
-7,978
|
-3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.2M
|
+$1.05M
|
+7,560
|
+3%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$26.2M
|
-$56.6M
|
-408,026
|
-67%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$24.4M
|
+$14K
|
+101
|
+0.1%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$24.3M
|
+$531K
|
+3,833
|
+2%
|
|
|
23
|
HM Payson & Co
Portland,
Maine
|
$21.8M
|
-$1.79M
|
-12,877
|
-7%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$17.2M
|
-$485K
|
-3,497
|
-3%
|
|
|
25
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$15.6M
|
+$794K
|
+5,727
|
+5%
|
|
