|
1
|
Bank of America
Charlotte,
North Carolina
|
$286M
|
+$1.8M
|
+22,562
|
+0.6%
|
|
|
2
|
|
$162M
|
+$6.13M
|
+76,862
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$124M
|
+$35.9M
|
+450,441
|
+40%
|
|
|
4
|
|
$75.9M
|
+$70M
|
+878,838
|
+1,077%
|
|
|
5
|
|
$67.8M
|
-$18.9M
|
-237,317
|
-22%
|
|
|
6
|
Edge Capital Group
Atlanta,
Georgia
|
$66.4M
|
-$8.51M
|
-106,726
|
-11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$57.6M
|
+$2.65M
|
+33,208
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$57.2M
|
+$10.4M
|
+130,688
|
+22%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$53.1M
|
+$3.99M
|
+50,059
|
+8%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$48.9M
|
+$9.57M
|
+120,042
|
+24%
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$44M
|
+$15.8M
|
+198,080
|
+55%
|
|
|
12
|
Tanglewood Wealth Management
Houston,
Texas
|
$42.8M
|
+$666K
|
+8,361
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.7M
|
-$6.2M
|
-77,758
|
-13%
|
|
|
14
|
Capital Advantage
Walnut Creek,
California
|
$36.7M
|
+$74K
|
+929
|
+0.2%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$33.4M
|
+$31.3M
|
+393,308
|
+1,330%
|
|
|
16
|
American Financial Advisors
Marietta,
Georgia
|
$33.2M
|
-$9.12M
|
-114,439
|
-21%
|
|
|
17
|
Insight Wealth Strategies
San Ramon,
California
|
$27.8M
|
+$644K
|
+8,079
|
+2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24M
|
-$1.31M
|
-16,379
|
-5%
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$22.1M
|
+$11.7M
|
+146,820
|
+110%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$21.6M
|
+$3.09M
|
+38,794
|
+17%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.6M
|
+$6.71M
|
+84,228
|
+45%
|
|
|
22
|
ESL Trust Services
Rochester,
New York
|
$21.2M
|
+$40.6K
|
+510
|
+0.2%
|
|
|
23
|
Boston Financial Management
Boston,
Massachusetts
|
$19.6M
|
-$2.61M
|
-32,760
|
-12%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$17.7M
|
+$9.03M
|
+113,352
|
+103%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17.2M
|
-$1.01M
|
-12,668
|
-6%
|
|
