|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.52B
|
+$8.44M
|
+111,436
|
+0.6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$500M
|
+$17.3M
|
+228,049
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$430M
|
+$38.3M
|
+505,764
|
+10%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$404M
|
+$19.9M
|
+263,153
|
+5%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$400M
|
+$17.2M
|
+227,346
|
+5%
|
|
|
6
|
|
$364M
|
+$10.6M
|
+140,513
|
+3%
|
|
|
7
|
|
$340M
|
+$967K
|
+12,772
|
+0.3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$289M
|
+$40.5M
|
+534,529
|
+17%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$194M
|
-$9.13M
|
-120,507
|
-5%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$186M
|
+$10.2M
|
+135,166
|
+6%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$151M
|
-$3.24M
|
-42,839
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$134M
|
+$17.8M
|
+235,390
|
+16%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$124M
|
+$2.96M
|
+39,103
|
+2%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$119M
|
+$1.39M
|
+18,295
|
+1%
|
|
|
15
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$109M
|
–
|
–
|
–
|
|
|
16
|
Efficient Advisors
Mason,
Ohio
|
$101M
|
+$96.7M
|
+1,277,248
|
+3,791%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$94M
|
-$4.63M
|
-61,137
|
-5%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$91.2M
|
-$4.9M
|
-64,640
|
-5%
|
|
|
19
|
Bank of New York Mellon
New York
|
$91M
|
-$3.16M
|
-41,696
|
-3%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$77.3M
|
+$25.8M
|
+340,531
|
+51%
|
|
|
21
|
American Trust
Lexington,
Kentucky
|
$73.7M
|
+$72.1M
|
+952,321
|
+32,359%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$72.4M
|
+$1.29M
|
+17,015
|
+2%
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$59.3M
|
+$3.8M
|
+50,221
|
+7%
|
|
|
24
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$56.9M
|
+$46.5M
|
+613,859
|
+482%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$56.8M
|
-$5.78M
|
-76,253
|
-9%
|
|
