|
1
|
|
$868M
|
+$423M
|
+5,733,956
|
+110%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$256M
|
+$1.42M
|
+19,202
|
+0.6%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$171M
|
+$12.9M
|
+174,495
|
+9%
|
|
|
4
|
Parcion Private Wealth
Bellevue,
Washington
|
$118M
|
+$110M
|
+1,492,946
|
New
|
|
|
5
|
|
$110M
|
-$1.25M
|
-16,988
|
-1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$78.1M
|
-$212K
|
-2,877
|
-0.3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$75.2M
|
+$3.34M
|
+45,303
|
+5%
|
|
|
8
|
Edge Capital Group
Atlanta,
Georgia
|
$75.1M
|
-$1.5M
|
-20,336
|
-2%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$72.4M
|
+$3.53M
|
+47,953
|
+6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$54M
|
-$4.01M
|
-54,381
|
-7%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$51.3M
|
+$4.7M
|
+63,758
|
+11%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.4M
|
+$1.55M
|
+20,969
|
+3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$49.4M
|
-$42.4M
|
-575,274
|
-48%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43.3M
|
+$15.2M
|
+206,270
|
+61%
|
|
|
15
|
ESL Trust Services
Rochester,
New York
|
$39M
|
+$18.6K
|
+253
|
+0.1%
|
|
|
16
|
Capital Advantage
Walnut Creek,
California
|
$34.1M
|
+$13.2K
|
+179
|
+0%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.5M
|
+$1.61M
|
+21,851
|
+5%
|
|
|
18
|
American Financial Advisors
Marietta,
Georgia
|
$31.9M
|
-$272K
|
-3,686
|
-0.9%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.1M
|
+$585K
|
+7,942
|
+2%
|
|
|
20
|
Cresset Asset Management
Chicago,
Illinois
|
$30.9M
|
+$1.73M
|
+23,446
|
+6%
|
|
|
21
|
|
$30.1M
|
+$27.9M
|
+378,884
|
New
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$29.7M
|
-$3.64M
|
-49,345
|
-12%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.6M
|
+$188K
|
+2,552
|
+0.7%
|
|
|
24
|
|
$26M
|
+$23.7M
|
+321,140
|
+4,625%
|
|
|
25
|
Boston Financial Management
Boston,
Massachusetts
|
$25.8M
|
-$26.5K
|
-360
|
-0.1%
|
|
