|
1
|
|
$493M
|
+$26.3M
|
+327,130
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$266M
|
-$2.98M
|
-37,168
|
-1%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$217M
|
+$25.5M
|
+317,770
|
+14%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$136M
|
+$10.7M
|
+133,170
|
+9%
|
|
|
5
|
|
$131M
|
+$23.5M
|
+292,996
|
+22%
|
|
|
6
|
Bank of New York Mellon
New York
|
$124M
|
-$3.19M
|
-39,679
|
-3%
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
$93.4M
|
-$51.5M
|
-641,726
|
-36%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$83.2M
|
+$1.63M
|
+20,324
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$80.4M
|
-$1.27M
|
-15,760
|
-2%
|
|
|
10
|
Edge Capital Group
Atlanta,
Georgia
|
$78.4M
|
-$405K
|
-5,040
|
-0.5%
|
|
|
11
|
|
$59.7M
|
+$7.89M
|
+98,326
|
+15%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.2M
|
+$1.91M
|
+23,819
|
+4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$53.6M
|
-$757K
|
-9,428
|
-1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53.4M
|
+$1.77M
|
+22,025
|
+3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$52.6M
|
+$886K
|
+11,034
|
+2%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$48.9M
|
+$1.72M
|
+21,447
|
+4%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$48.4M
|
+$7.05M
|
+87,829
|
+17%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.8M
|
+$3.65M
|
+45,476
|
+9%
|
|
|
19
|
ESL Trust Services
Rochester,
New York
|
$43M
|
+$2.83M
|
+35,243
|
+7%
|
|
|
20
|
American Financial Advisors
Marietta,
Georgia
|
$36.5M
|
+$3.62M
|
+45,140
|
+11%
|
|
|
21
|
Capital Advantage
Walnut Creek,
California
|
$34.1M
|
-$290K
|
-3,615
|
-0.9%
|
|
|
22
|
Cresset Asset Management
Chicago,
Illinois
|
$33.4M
|
-$131K
|
-1,635
|
-0.4%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$30.7M
|
-$410K
|
-5,112
|
-1%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$30.5M
|
+$2.45M
|
+30,464
|
+9%
|
|
|
25
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$28.8M
|
+$610K
|
+7,592
|
+2%
|
|
