|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.34B
|
+$56.6M
|
+637,636
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$613M
|
+$4.07M
|
+45,888
|
+0.7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$519M
|
-$5.62M
|
-63,365
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$278M
|
+$3.65M
|
+41,109
|
+1%
|
|
|
5
|
|
$271M
|
+$9.63M
|
+108,501
|
+4%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$241M
|
+$2.3M
|
+25,928
|
+1%
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$193M
|
+$10.7M
|
+121,066
|
+6%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$191M
|
+$3.63M
|
+40,941
|
+2%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$190M
|
+$2.5M
|
+28,234
|
+1%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$173M
|
-$7.99M
|
-90,073
|
-4%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$140M
|
+$4.89M
|
+55,165
|
+4%
|
|
|
12
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$125M
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$117M
|
-$4.23M
|
-47,638
|
-3%
|
|
|
14
|
Bank of New York Mellon
New York
|
$113M
|
+$9.41M
|
+106,115
|
+9%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$104M
|
-$34.8M
|
-392,267
|
-25%
|
|
|
16
|
Efficient Advisors
Mason,
Ohio
|
$97.2M
|
+$36.9M
|
+416,210
|
+60%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$94.2M
|
+$852K
|
+9,604
|
+0.9%
|
|
|
18
|
American Trust
Lexington,
Kentucky
|
$84.7M
|
+$85.8M
|
+966,718
|
New
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$71.5M
|
+$4.64M
|
+52,257
|
+7%
|
|
|
20
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$69.6M
|
+$3.57M
|
+40,260
|
+5%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$66.5M
|
+$636K
|
+7,172
|
+1%
|
|
|
22
|
BCM Advisors
Lafayette,
Louisiana
|
$61.4M
|
+$9.29M
|
+104,679
|
+17%
|
|
|
23
|
TIAA FSB
Jacksonville,
Florida
|
$49.5M
|
-$7.27M
|
-81,935
|
-13%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$48.4M
|
-$6.42M
|
-72,325
|
-12%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$47.2M
|
+$1.14M
|
+12,843
|
+2%
|
|
