|
1
|
|
$321M
|
+$42.8M
|
+590,891
|
+16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$219M
|
+$2.33M
|
+32,152
|
+1%
|
|
|
3
|
|
$95.7M
|
+$72.3M
|
+999,327
|
+334%
|
|
|
4
|
|
$81.9M
|
-$1.29M
|
-17,756
|
-2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$75.6M
|
+$8.64M
|
+119,323
|
+13%
|
|
|
6
|
Edge Capital Group
Atlanta,
Georgia
|
$74.7M
|
-$15.3M
|
-211,719
|
-17%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$68.3M
|
+$1.87M
|
+25,796
|
+3%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$54.6M
|
+$52.8M
|
+729,902
|
+6,204%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$54.4M
|
+$1.87M
|
+25,777
|
+4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$50.1M
|
+$4.33M
|
+59,861
|
+10%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.4M
|
+$3.05M
|
+42,150
|
+8%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$38.9M
|
+$8.3M
|
+114,704
|
+28%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$38.8M
|
+$5.6M
|
+77,301
|
+17%
|
|
|
14
|
ESL Trust Services
Rochester,
New York
|
$35.8M
|
+$221K
|
+3,057
|
+0.6%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$33M
|
+$31M
|
+428,095
|
+2,207%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$32.9M
|
-$23.6M
|
-325,814
|
-42%
|
|
|
17
|
Tanglewood Wealth Management
Houston,
Texas
|
$32.5M
|
-$4.76M
|
-65,764
|
-13%
|
|
|
18
|
American Financial Advisors
Marietta,
Georgia
|
$32M
|
+$213K
|
+2,937
|
+0.7%
|
|
|
19
|
Capital Advantage
Walnut Creek,
California
|
$31.6M
|
-$788K
|
-10,880
|
-2%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.7M
|
+$10M
|
+138,594
|
+62%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.4M
|
+$4.59M
|
+63,403
|
+23%
|
|
|
22
|
Insight Wealth Strategies
San Ramon,
California
|
$23.3M
|
-$1.09M
|
-15,052
|
-5%
|
|
|
23
|
Boston Financial Management
Boston,
Massachusetts
|
$22.6M
|
+$2.33M
|
+32,213
|
+12%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.1M
|
-$3.35M
|
-46,297
|
-14%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$21M
|
-$848K
|
-11,721
|
-4%
|
|
