|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$939M
|
+$189M
|
+2,711,886
|
+25%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$210M
|
-$12.5M
|
-179,592
|
-6%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$181M
|
+$4.56M
|
+65,347
|
+3%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$136M
|
+$395K
|
+5,660
|
+0.3%
|
|
|
5
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$120M
|
+$6.09M
|
+87,304
|
+5%
|
|
|
6
|
Bank of New York Mellon
New York
|
$106M
|
+$8.69M
|
+124,511
|
+9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$105M
|
-$25.1M
|
-359,990
|
-19%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$85M
|
+$40.3M
|
+577,868
|
+88%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$76.6M
|
+$1.61M
|
+23,070
|
+2%
|
|
|
10
|
|
$69.7M
|
-$7.52M
|
-107,775
|
-10%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$69.4M
|
+$148K
|
+2,123
|
+0.2%
|
|
|
12
|
|
$55M
|
+$10.1M
|
+145,238
|
+22%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$48.7M
|
-$703K
|
-10,064
|
-1%
|
|
|
14
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$47.3M
|
-$14.5M
|
-207,439
|
-23%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$45.8M
|
-$12.6K
|
-180
|
-0%
|
|
|
16
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$41.2M
|
–
|
–
|
–
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$37.6M
|
+$4.1M
|
+58,683
|
+12%
|
|
|
18
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$33.6M
|
+$34.1M
|
+488,743
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$32.7M
|
+$23.5M
|
+337,268
|
+244%
|
|
|
20
|
Ocean Park Asset Management
Santa Monica,
California
|
$32.7M
|
+$33.2M
|
+475,100
|
New
|
|
|
21
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$31.5M
|
-$134M
|
-1,921,013
|
-81%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$31.2M
|
-$1.18M
|
-16,965
|
-4%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.5M
|
+$9.9M
|
+141,843
|
+50%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$29.3M
|
+$635K
|
+9,091
|
+2%
|
|
|
25
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$26.7M
|
-$1.57M
|
-22,472
|
-5%
|
|
