|
1
|
|
$238M
|
+$33.3M
|
+450,158
|
+17%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$129M
|
-$11.4M
|
-153,451
|
-8%
|
|
|
3
|
|
$103M
|
-$2.66M
|
-35,947
|
-3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$79.2M
|
-$28.9M
|
-390,286
|
-27%
|
|
|
5
|
|
$71.2M
|
-$11.4M
|
-154,384
|
-14%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$51M
|
+$4.35M
|
+58,735
|
+10%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$49.5M
|
+$4.37M
|
+59,053
|
+10%
|
|
|
8
|
Bank of New York Mellon
New York
|
$30.7M
|
-$874K
|
-11,805
|
-3%
|
|
|
9
|
|
$30.5M
|
+$2.22M
|
+29,938
|
+8%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.1M
|
–
|
–
|
–
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$25.7M
|
+$729K
|
+9,840
|
+3%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$23.1M
|
+$1.01M
|
+13,589
|
+5%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.2M
|
+$965K
|
+13,036
|
+5%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$17M
|
-$2.37M
|
-31,988
|
-13%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$16.8M
|
+$1.2M
|
+16,260
|
+8%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$15.9M
|
+$548K
|
+7,394
|
+4%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$15.9M
|
+$419K
|
+5,660
|
+3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$14.3M
|
-$4.16M
|
-56,198
|
-23%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$12.5M
|
-$56.2K
|
-759
|
-0.5%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12M
|
+$2.24M
|
+30,241
|
+24%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
+$680K
|
+9,185
|
+7%
|
|
|
22
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$10.1M
|
+$9.82M
|
+132,647
|
New
|
|
|
23
|
Gradient Investments
Arden Hills,
Minnesota
|
$9.86M
|
+$8.69M
|
+117,375
|
+997%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$9.48M
|
–
|
–
|
–
|
|
|
25
|
Frontier Wealth Management
Kansas City,
Missouri
|
$9.17M
|
+$163K
|
+2,203
|
+2%
|
|
