|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$623M
|
-$6.58M
|
-92,232
|
-1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$215M
|
+$42.9M
|
+601,500
|
+24%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$161M
|
+$2.4M
|
+33,587
|
+1%
|
|
|
4
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$158M
|
+$13.4M
|
+187,224
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$154M
|
-$78.7M
|
-1,102,611
|
-33%
|
|
|
6
|
Bank of New York Mellon
New York
|
$94.6M
|
+$6.16M
|
+86,231
|
+7%
|
|
|
7
|
|
$74.5M
|
+$3.21M
|
+44,960
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$72.5M
|
-$34.5M
|
-483,675
|
-31%
|
|
|
9
|
|
$69.8M
|
-$21.2M
|
-297,422
|
-23%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$69.6M
|
+$4.02M
|
+56,255
|
+6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$57M
|
-$28.2M
|
-394,711
|
-32%
|
|
|
12
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$46.4M
|
+$1.24M
|
+17,393
|
+3%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$41.5M
|
-$727K
|
-10,184
|
-2%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$34.5M
|
-$3.07M
|
-43,036
|
-8%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$33M
|
+$7.43M
|
+104,140
|
+28%
|
|
|
16
|
Charles Schwab
San Francisco,
California
|
$32.1M
|
-$3.25M
|
-45,560
|
-9%
|
|
|
17
|
ETF Portfolio Partners
Leawood,
Kansas
|
$29.5M
|
+$3.7M
|
+51,804
|
+14%
|
|
|
18
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$28.4M
|
-$5.42M
|
-75,988
|
-15%
|
|
|
19
|
Vanguard Group
Malvern,
Pennsylvania
|
$27.7M
|
+$5.97M
|
+83,705
|
+26%
|
|
|
20
|
Principal Financial Group
Des Moines,
Iowa
|
$25.5M
|
-$433K
|
-6,070
|
-2%
|
|
|
21
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$24.5M
|
+$21.3K
|
+299
|
+0.1%
|
|
|
22
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$22M
|
-$1.18M
|
-16,515
|
-5%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$21.6M
|
-$6.42M
|
-89,993
|
-22%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$20.4M
|
+$9.04M
|
+126,612
|
+74%
|
|
|
25
|
Regions Financial Corp
Birmingham,
Alabama
|
$20.2M
|
+$2.22M
|
+31,098
|
+12%
|
|
