|
1
|
|
$370M
|
+$42.8M
|
+568,708
|
+13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$229M
|
+$5.85M
|
+77,794
|
+3%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$122M
|
+$132M
|
+1,755,953
|
+1,471%
|
|
|
4
|
|
$104M
|
+$20.3M
|
+269,874
|
+24%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$86.7M
|
+$9.93M
|
+132,006
|
+13%
|
|
|
6
|
Edge Capital Group
Atlanta,
Georgia
|
$72.2M
|
-$3.95M
|
-52,451
|
-5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$71M
|
+$1.44M
|
+19,168
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$62.9M
|
+$11.9M
|
+158,293
|
+23%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$58.8M
|
+$3.12M
|
+41,410
|
+6%
|
|
|
10
|
|
$54.7M
|
-$42.9M
|
-570,024
|
-44%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$54.4M
|
-$1.09M
|
-14,427
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.2M
|
+$5.03M
|
+66,903
|
+12%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$43.5M
|
+$4.04M
|
+53,719
|
+10%
|
|
|
14
|
Tanglewood Wealth Management
Houston,
Texas
|
$36.5M
|
+$3.46M
|
+46,002
|
+10%
|
|
|
15
|
ESL Trust Services
Rochester,
New York
|
$36.5M
|
-$18.6K
|
-247
|
-0.1%
|
|
|
16
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$36M
|
+$36.1M
|
+479,677
|
New
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$33.6M
|
+$101K
|
+1,346
|
+0.3%
|
|
|
18
|
Capital Advantage
Walnut Creek,
California
|
$31.7M
|
+$264K
|
+3,512
|
+0.8%
|
|
|
19
|
American Financial Advisors
Marietta,
Georgia
|
$31.7M
|
-$946K
|
-12,574
|
-3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.9M
|
+$2.02M
|
+26,862
|
+8%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.6M
|
+$1.55M
|
+20,638
|
+6%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.3M
|
+$51.8K
|
+688
|
+0.2%
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
$26.4M
|
+$26.5M
|
+352,048
|
New
|
|
|
24
|
Boston Financial Management
Boston,
Massachusetts
|
$24.1M
|
+$1.11M
|
+14,689
|
+5%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$24.1M
|
-$15.6M
|
-207,428
|
-39%
|
|
