|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.29B
|
+$56.5M
|
+632,314
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$769M
|
-$30M
|
-336,216
|
-4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$549M
|
-$29.7M
|
-332,123
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$255M
|
+$17.9M
|
+200,614
|
+8%
|
|
|
5
|
|
$251M
|
+$28M
|
+313,651
|
+13%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$236M
|
+$13.5M
|
+151,436
|
+6%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$189M
|
+$2M
|
+22,427
|
+1%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$186M
|
+$8.48M
|
+94,960
|
+5%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$174M
|
+$17.1M
|
+191,167
|
+11%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$170M
|
+$13.9M
|
+155,767
|
+9%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$155M
|
+$723K
|
+8,097
|
+0.5%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$137M
|
+$133M
|
+1,489,554
|
+4,679%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$134M
|
-$1.6M
|
-17,866
|
-1%
|
|
|
14
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$128M
|
–
|
–
|
–
|
|
|
15
|
Bank of New York Mellon
New York
|
$102M
|
+$1.97M
|
+22,072
|
+2%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$94.8M
|
+$3.37M
|
+37,744
|
+4%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$65.5M
|
-$1.01M
|
-11,345
|
-2%
|
|
|
18
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$63.8M
|
+$2.23M
|
+24,940
|
+4%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$62.9M
|
-$37.1K
|
-415
|
-0.1%
|
|
|
20
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$61.6M
|
-$24.2M
|
-270,445
|
-28%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$61.2M
|
-$769K
|
-8,604
|
-1%
|
|
|
22
|
TIAA FSB
Jacksonville,
Florida
|
$55.8M
|
+$7.91M
|
+88,579
|
+17%
|
|
|
23
|
True Link Financial Advisors
San Francisco,
California
|
$55.4M
|
-$533K
|
-5,966
|
-1%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$55.1M
|
-$2.49M
|
-27,920
|
-4%
|
|
|
25
|
BCM Advisors
Lafayette,
Louisiana
|
$54.7M
|
+$17.8M
|
+198,887
|
+50%
|
|
