|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$86.3M
|
-$3.24M
|
-66,374
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$52.2M
|
+$4.23M
|
+86,538
|
+9%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$40.9M
|
+$23.6M
|
+483,347
|
+153%
|
|
|
4
|
|
$38.3M
|
-$2.1M
|
-42,920
|
-5%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.5M
|
–
|
–
|
–
|
|
|
6
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$20.5M
|
+$7.73M
|
+158,296
|
+65%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$18M
|
-$4.96M
|
-101,582
|
-22%
|
|
|
8
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$15.2M
|
+$2.74M
|
+56,133
|
+23%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13M
|
+$5.29M
|
+108,338
|
+75%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.5M
|
+$1.23M
|
+25,143
|
+11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$11.6M
|
+$7.15M
|
+146,320
|
+185%
|
|
|
12
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$7.9M
|
-$572K
|
-11,711
|
-7%
|
|
|
13
|
Ackerman Capital Advisors
Dallas,
Texas
|
$7.82M
|
+$7.46M
|
+152,675
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.61M
|
-$19.5M
|
-398,556
|
-73%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.86M
|
-$372K
|
-7,620
|
-5%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$6.59M
|
+$1.58M
|
+32,272
|
+33%
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.53M
|
+$185K
|
+3,786
|
+3%
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$5.93M
|
+$5.66M
|
+115,904
|
New
|
|
|
19
|
Busey Bank
Urbana,
Illinois
|
$5.9M
|
-$1.22M
|
-24,938
|
-18%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.17M
|
-$26.3M
|
-539,100
|
-84%
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$5.13M
|
-$130K
|
-2,653
|
-3%
|
|
|
22
|
|
$4.66M
|
-$764K
|
-15,627
|
-15%
|
|
|
23
|
Country Club Trust
Kansas City,
Missouri
|
$4.57M
|
-$2.9M
|
-59,395
|
-40%
|
|
|
24
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$4.48M
|
-$236K
|
-4,839
|
-5%
|
|
|
25
|
Bank of Hawaii
Honolulu,
Hawaii
|
$4.28M
|
+$1.13M
|
+23,101
|
+38%
|
|
