|
1
|
Bank of America
Charlotte,
North Carolina
|
$102M
|
+$18M
|
+313,202
|
+23%
|
|
|
2
|
|
$83.7M
|
+$2.84M
|
+49,456
|
+4%
|
|
|
3
|
|
$79.3M
|
+$13.3M
|
+230,948
|
+21%
|
|
|
4
|
|
$59.4M
|
+$4.23M
|
+73,664
|
+8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$33.9M
|
+$2.9M
|
+50,508
|
+10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$31M
|
+$6.44M
|
+112,184
|
+28%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.1M
|
–
|
–
|
–
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$27.7M
|
+$1.2M
|
+20,838
|
+5%
|
|
|
9
|
|
$25.9M
|
-$3.23M
|
-56,266
|
-12%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$21.2M
|
+$8.9M
|
+154,910
|
+78%
|
|
|
11
|
Personal Capital Advisors
Redwood City,
California
|
$17.6M
|
+$2.36M
|
+41,022
|
+16%
|
|
|
12
|
Bank of New York Mellon
New York
|
$16.8M
|
+$1.81M
|
+31,496
|
+13%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15M
|
+$135K
|
+2,350
|
+0.9%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$14.8M
|
+$304K
|
+5,296
|
+2%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$12.6M
|
-$42.7K
|
-744
|
-0.4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$11.7M
|
+$1.68M
|
+29,312
|
+18%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$11.2M
|
+$228K
|
+3,962
|
+2%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$10.6M
|
+$8.99M
|
+156,496
|
+794%
|
|
|
19
|
ETrade Capital Management
Arlington,
Virginia
|
$10.2M
|
+$1.38M
|
+23,998
|
+16%
|
|
|
20
|
Erste Asset Management
Vienna,
Austria
|
$8.62M
|
+$275K
|
+4,786
|
+3%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$7.34M
|
+$268K
|
+4,662
|
+4%
|
|
|
22
|
|
$7.27M
|
+$6.47M
|
+112,602
|
+1,332%
|
|
|
23
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.82M
|
–
|
–
|
–
|
|
|
24
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.15M
|
+$16.5K
|
+288
|
+0.3%
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$6M
|
+$11.1K
|
+194
|
+0.2%
|
|
