|
1
|
|
$468M
|
-$416M
|
-5,197,278
|
-48%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$270M
|
+$7.17M
|
+89,452
|
+3%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$191M
|
+$15.1M
|
+188,061
|
+9%
|
|
|
4
|
Parcion Private Wealth
Bellevue,
Washington
|
$146M
|
+$23.8M
|
+297,626
|
+20%
|
|
|
5
|
Bank of New York Mellon
New York
|
$127M
|
+$125M
|
+1,562,136
|
New
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$126M
|
+$50.4M
|
+628,997
|
+69%
|
|
|
7
|
|
$107M
|
-$5.62M
|
-70,160
|
-5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$81.9M
|
+$1.63M
|
+20,398
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$81.8M
|
+$4.43M
|
+55,319
|
+6%
|
|
|
10
|
Edge Capital Group
Atlanta,
Georgia
|
$79.1M
|
+$1.87M
|
+23,293
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$54.5M
|
-$950K
|
-11,860
|
-2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.4M
|
+$20.1M
|
+251,493
|
+64%
|
|
|
13
|
|
$51.8M
|
+$20.6M
|
+257,061
|
+68%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$51.8M
|
-$925K
|
-11,551
|
-2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.7M
|
-$46.7K
|
-583
|
-0.1%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$47.3M
|
+$2.78M
|
+34,690
|
+6%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.2M
|
+$7.65M
|
+95,551
|
+23%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$41.4M
|
-$9.25M
|
-115,423
|
-19%
|
|
|
19
|
ESL Trust Services
Rochester,
New York
|
$40.3M
|
+$126K
|
+1,573
|
+0.3%
|
|
|
20
|
Capital Advantage
Walnut Creek,
California
|
$33.7M
|
-$855K
|
-10,675
|
-2%
|
|
|
21
|
Cresset Asset Management
Chicago,
Illinois
|
$33.6M
|
+$1.78M
|
+22,181
|
+6%
|
|
|
22
|
American Financial Advisors
Marietta,
Georgia
|
$33M
|
+$158K
|
+1,975
|
+0.5%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$31.2M
|
+$599K
|
+7,477
|
+2%
|
|
|
24
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$28.2M
|
+$3.66M
|
+45,713
|
+15%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$28.1M
|
-$312K
|
-3,896
|
-1%
|
|
