|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.37B
|
+$310M
|
+3,389,590
|
+5%
|
|
|
2
|
|
$485M
|
-$137M
|
-1,498,928
|
-22%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$205M
|
-$14.5M
|
-158,055
|
-7%
|
|
|
4
|
|
$179M
|
+$178M
|
+1,948,992
|
+56,838%
|
|
|
5
|
Frontier Wealth Management
Kansas City,
Missouri
|
$142M
|
-$10.9M
|
-118,915
|
-7%
|
|
|
6
|
|
$130M
|
+$122M
|
+1,333,483
|
+1,534%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$122M
|
+$14.6M
|
+159,444
|
+14%
|
|
|
8
|
Oppenheimer Asset Management
New York
|
$116M
|
+$2.48M
|
+27,089
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$105M
|
-$16.9M
|
-184,588
|
-14%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$96M
|
-$6.49M
|
-70,910
|
-6%
|
|
|
11
|
HSBC Holdings
London,
United Kingdom
|
$69.5M
|
+$1.11M
|
+12,175
|
+2%
|
|
|
12
|
Model Capital Management
Wellesley,
Massachusetts
|
$66.2M
|
+$66.2M
|
+723,401
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$48.1M
|
+$4.87M
|
+53,187
|
+11%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$47.2M
|
-$83.8M
|
-915,726
|
-64%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$46.2M
|
-$175M
|
-1,907,429
|
-79%
|
|
|
16
|
Jordan Park Group
San Francisco,
California
|
$43.2M
|
-$15.1M
|
-165,502
|
-26%
|
|
|
17
|
Banco Santander
Madrid,
Spain
|
$40.5M
|
+$33.3M
|
+363,475
|
+457%
|
|
|
18
|
Gradient Investments
Arden Hills,
Minnesota
|
$39.9M
|
+$39.8M
|
+435,082
|
+48,776%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.9M
|
-$13.8M
|
-150,339
|
-28%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$32.4M
|
+$1.03M
|
+11,242
|
+3%
|
|
|
21
|
Acorns Advisers
Irvine,
California
|
$32.1M
|
+$809K
|
+8,846
|
+3%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$31.4M
|
-$966K
|
-10,559
|
-3%
|
|
|
23
|
Jackson Wealth Management
Lake Mary,
Florida
|
$30.5M
|
-$3.25M
|
-35,525
|
-10%
|
|
|
24
|
Trilogy Capital
Irvine,
California
|
$30M
|
+$1.29M
|
+14,137
|
+5%
|
|
|
25
|
Paragon Advisors
College Station,
Texas
|
$28.9M
|
+$4.43M
|
+48,416
|
+18%
|
|
