|
1
|
|
$140M
|
+$13.7M
|
+217,176
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
+$354K
|
+5,606
|
+0.3%
|
|
|
3
|
|
$89M
|
+$6.74M
|
+106,676
|
+8%
|
|
|
4
|
|
$84.2M
|
+$3.26M
|
+51,676
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$70.9M
|
+$15.7M
|
+247,902
|
+29%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$39.1M
|
-$940K
|
-14,888
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$29.5M
|
-$418K
|
-6,616
|
-1%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.1M
|
–
|
–
|
–
|
|
|
9
|
|
$22.9M
|
-$1.37M
|
-21,750
|
-6%
|
|
|
10
|
Bank of New York Mellon
New York
|
$21.4M
|
+$375K
|
+5,934
|
+2%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$19.6M
|
+$2.16M
|
+34,260
|
+13%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$18.7M
|
+$1.24M
|
+19,624
|
+7%
|
|
|
13
|
ETrade Capital Management
Arlington,
Virginia
|
$15M
|
+$1.44M
|
+22,804
|
+11%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.2M
|
+$2.93M
|
+46,472
|
+29%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$12.9M
|
-$1.06M
|
-16,826
|
-8%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$12.7M
|
-$28K
|
-444
|
-0.2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
-$774K
|
-12,258
|
-6%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$11.7M
|
-$117K
|
-1,858
|
-1%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$10.7M
|
+$60.9K
|
+964
|
+0.6%
|
|
|
20
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.71M
|
+$43.9K
|
+696
|
+0.6%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.31M
|
+$1.23M
|
+19,538
|
+21%
|
|
|
22
|
Fiduciary Trust
Boston,
Massachusetts
|
$7.26M
|
-$86.8K
|
-1,374
|
-1%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.22M
|
+$477K
|
+7,550
|
+7%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.79M
|
+$669K
|
+10,588
|
+11%
|
|
|
25
|
SVB Wealth
Boston,
Massachusetts
|
$6.55M
|
-$5.76M
|
-91,270
|
-47%
|
|
