|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.46B
|
-$5.62M
|
-75,851
|
-0.4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$467M
|
+$130M
|
+1,749,688
|
+39%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$379M
|
-$25.9M
|
-349,539
|
-6%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$371M
|
+$22.9M
|
+308,451
|
+7%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$370M
|
+$86.9M
|
+1,172,596
|
+31%
|
|
|
6
|
|
$343M
|
+$7.03M
|
+94,912
|
+2%
|
|
|
7
|
|
$328M
|
+$44.1M
|
+595,210
|
+16%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$240M
|
+$7.8M
|
+105,268
|
+3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$196M
|
+$31.2M
|
+421,668
|
+19%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$170M
|
-$14.7M
|
-197,871
|
-8%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$149M
|
-$49.5K
|
-668
|
-0%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$117M
|
+$1.59M
|
+21,504
|
+1%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$114M
|
-$83.2M
|
-1,122,260
|
-42%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$112M
|
+$9.26M
|
+124,924
|
+9%
|
|
|
15
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$106M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$95.5M
|
+$45.6M
|
+615,900
|
+92%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$93.1M
|
+$7.13M
|
+96,289
|
+8%
|
|
|
18
|
Bank of New York Mellon
New York
|
$91.3M
|
-$519K
|
-6,998
|
-0.6%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$68.8M
|
-$1.1M
|
-14,907
|
-2%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$60.7M
|
-$2.11M
|
-28,446
|
-3%
|
|
|
21
|
Merit Financial Group
Alpharetta,
Georgia
|
$53.7M
|
+$6.32M
|
+85,346
|
+13%
|
|
|
22
|
BCM Advisors
Lafayette,
Louisiana
|
$50.4M
|
-$72.9K
|
-984
|
-0.2%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$49.6M
|
+$9.04M
|
+121,994
|
+22%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$48.5M
|
-$25.7M
|
-346,401
|
-35%
|
|
|
25
|
TIAA FSB
Jacksonville,
Florida
|
$47.7M
|
+$6.81M
|
+91,905
|
+17%
|
|
