|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.28B
|
-$329M
|
-3,136,385
|
-19%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$636M
|
+$48.9M
|
+465,570
|
+8%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$537M
|
-$195M
|
-1,858,416
|
-25%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$531M
|
-$63.4M
|
-603,622
|
-11%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$364M
|
-$535M
|
-5,089,828
|
-58%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$317M
|
+$143M
|
+1,357,503
|
+73%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$199M
|
+$152M
|
+1,450,247
|
+256%
|
|
|
8
|
|
$155M
|
-$51M
|
-485,911
|
-24%
|
|
|
9
|
Congress Wealth Management
Boston,
Massachusetts
|
$107M
|
+$1.28M
|
+12,162
|
+1%
|
|
|
10
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$102M
|
+$104M
|
+991,277
|
+2,359%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$86.3M
|
+$11.8M
|
+112,167
|
+15%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$78.6M
|
+$83.8M
|
+797,741
|
New
|
|
|
13
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$73M
|
-$12M
|
-114,541
|
-13%
|
|
|
14
|
Pathstone Family Office
Englewood,
New Jersey
|
$70.6M
|
+$42.2M
|
+401,535
|
+127%
|
|
|
15
|
|
$69.3M
|
+$72.5M
|
+689,913
|
+4,932%
|
|
|
16
|
|
$68.9M
|
+$70.2M
|
+667,772
|
+2,068%
|
|
|
17
|
RiverFront Investment Group
Richmond,
Virginia
|
$64.5M
|
-$1.61M
|
-15,318
|
-2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63.8M
|
-$10.4M
|
-99,433
|
-13%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$61.6M
|
-$71.8M
|
-683,417
|
-52%
|
|
|
20
|
|
$61.1M
|
-$120M
|
-1,146,074
|
-65%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$57.4M
|
+$299K
|
+2,844
|
+0.5%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$51M
|
+$2.17M
|
+20,689
|
+4%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$43.5M
|
+$37M
|
+352,035
|
New
|
|
|
24
|
|
$41.4M
|
+$41.9M
|
+398,569
|
+1,853%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$37.3M
|
-$27.7M
|
-263,520
|
-41%
|
|
