|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.76B
|
+$158M
|
+1,726,370
|
+3%
|
|
|
2
|
|
$609M
|
-$57.2M
|
-624,821
|
-9%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$327M
|
-$330M
|
-3,608,986
|
-50%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$299M
|
-$83M
|
-907,163
|
-22%
|
|
|
5
|
Frontier Wealth Management
Kansas City,
Missouri
|
$157M
|
-$7.05M
|
-77,037
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$147M
|
-$31.1M
|
-340,145
|
-17%
|
|
|
7
|
Oppenheimer Asset Management
New York
|
$111M
|
+$1.02M
|
+11,113
|
+0.9%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$108M
|
+$7.4M
|
+80,856
|
+7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$107M
|
-$10M
|
-109,406
|
-9%
|
|
|
10
|
Covalis Capital
London,
United Kingdom
|
$104M
|
+$104M
|
+1,133,618
|
New
|
|
|
11
|
HSBC Holdings
London,
United Kingdom
|
$76.2M
|
+$15.4M
|
+168,335
|
+25%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$65.8M
|
-$46.6M
|
-508,623
|
-41%
|
|
|
13
|
Jordan Park Group
San Francisco,
California
|
$43.4M
|
+$40M
|
+436,536
|
+1,146%
|
|
|
14
|
Q3 Asset Management
Birmingham,
Michigan
|
$41.2M
|
+$732
|
+8
|
+0%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.1M
|
-$30.9M
|
-337,860
|
-44%
|
|
|
16
|
Jackson Wealth Management
Lake Mary,
Florida
|
$38.9M
|
+$2.6M
|
+28,385
|
+7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37.5M
|
-$65.1M
|
-711,751
|
-63%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$36.7M
|
-$5.19M
|
-56,740
|
-12%
|
|
|
19
|
Gradient Investments
Arden Hills,
Minnesota
|
$34.4M
|
–
|
–
|
–
|
|
|
20
|
Paragon Advisors
College Station,
Texas
|
$33.1M
|
+$8.53M
|
+93,155
|
+35%
|
|
|
21
|
St. James Investment Company
Southlake,
Texas
|
$32.5M
|
-$6.47M
|
-70,687
|
-17%
|
|
|
22
|
Acorns Advisers
Irvine,
California
|
$30.5M
|
-$1.23M
|
-13,441
|
-4%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$30.4M
|
+$248K
|
+2,713
|
+0.8%
|
|
|
24
|
Trilogy Capital
Irvine,
California
|
$30.3M
|
+$2.93M
|
+32,015
|
+11%
|
|
|
25
|
Banco Santander
Madrid,
Spain
|
$29.4M
|
-$2.04M
|
-22,304
|
-6%
|
|
