|
1
|
|
$276M
|
+$17M
|
+210,969
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$141M
|
+$476K
|
+5,910
|
+0.3%
|
|
|
3
|
|
$112M
|
+$1M
|
+12,466
|
+0.9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.5M
|
-$11M
|
-136,938
|
-13%
|
|
|
5
|
|
$70.5M
|
-$6.5M
|
-80,842
|
-9%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$54.9M
|
+$1.3M
|
+16,142
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$52M
|
-$3.24M
|
-40,305
|
-6%
|
|
|
8
|
Bank of New York Mellon
New York
|
$35.5M
|
+$2.15M
|
+26,781
|
+7%
|
|
|
9
|
|
$35.1M
|
+$1.97M
|
+24,451
|
+6%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$30.6M
|
+$2.61M
|
+32,454
|
+10%
|
|
|
11
|
Financial Insights
Tacoma,
Washington
|
$29.4M
|
+$8.29K
|
+103
|
+0.3%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.1M
|
–
|
–
|
–
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$24.2M
|
-$798K
|
-9,913
|
-3%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23M
|
+$9.09K
|
+113
|
+0%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$19.4M
|
+$1.19M
|
+14,821
|
+7%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.4M
|
-$11.1K
|
-138
|
-0.1%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$17.5M
|
+$275K
|
+3,422
|
+2%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$17.2M
|
-$30.5K
|
-379
|
-0.2%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$15.9M
|
+$4.83M
|
+60,035
|
+45%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
+$15.2K
|
+189
|
+0.1%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.2M
|
+$1.13M
|
+14,025
|
+9%
|
|
|
22
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$12.2M
|
+$1.14M
|
+14,107
|
+11%
|
|
|
23
|
Fiduciary Trust
Boston,
Massachusetts
|
$11.9M
|
+$2.53M
|
+31,495
|
+28%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
-$468K
|
-5,817
|
-4%
|
|
|
25
|
Frontier Wealth Management
Kansas City,
Missouri
|
$10.2M
|
+$235K
|
+2,916
|
+2%
|
|
