|
1
|
|
$346M
|
+$70.9M
|
+828,737
|
+25%
|
|
|
2
|
|
$170M
|
+$58.3M
|
+681,975
|
+50%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$144M
|
+$2.52M
|
+29,442
|
+2%
|
|
|
4
|
|
$63.6M
|
-$7.49M
|
-87,627
|
-10%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$57.4M
|
+$2.35M
|
+27,464
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$51.1M
|
-$1.15M
|
-13,449
|
-2%
|
|
|
7
|
Bank of New York Mellon
New York
|
$39.6M
|
+$4.08M
|
+47,681
|
+11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.5M
|
-$37.4M
|
-437,817
|
-49%
|
|
|
9
|
|
$34.2M
|
-$1.05M
|
-12,288
|
-3%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$33.4M
|
+$2.75M
|
+32,137
|
+9%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.1M
|
+$1.07M
|
+12,481
|
+5%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$23.2M
|
-$1.22M
|
-14,296
|
-5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$22.5M
|
+$3.01M
|
+35,234
|
+15%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$17.8M
|
+$221K
|
+2,580
|
+1%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$17.6M
|
+$389K
|
+4,546
|
+2%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$17.2M
|
+$1.19M
|
+13,897
|
+7%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.9M
|
+$2.76M
|
+32,311
|
+19%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.1M
|
-$2.55M
|
-29,866
|
-13%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$15.7M
|
+$139K
|
+1,625
|
+0.9%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$14.5M
|
+$14.2M
|
+166,582
|
+2,121%
|
|
|
21
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$12.7M
|
+$529K
|
+6,191
|
+4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.4M
|
+$1.51M
|
+17,627
|
+13%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$11.8M
|
+$2.14M
|
+25,035
|
+22%
|
|
|
24
|
Frontier Wealth Management
Kansas City,
Missouri
|
$10.5M
|
+$305K
|
+3,564
|
+3%
|
|
|
25
|
Laurel Wealth Planning
Edina,
Minnesota
|
$10.5M
|
+$1.3M
|
+15,257
|
+14%
|
|
