|
1
|
|
$412M
|
+$25M
|
+277,771
|
+7%
|
|
|
2
|
|
$192M
|
+$2.68M
|
+29,763
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$192M
|
+$30.4M
|
+337,233
|
+20%
|
|
|
4
|
|
$65.2M
|
-$5.63M
|
-62,409
|
-8%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$65.1M
|
+$940K
|
+10,430
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$58.5M
|
+$1.42M
|
+15,771
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$57M
|
+$13.6M
|
+150,813
|
+33%
|
|
|
8
|
FundX Investment Group
San Francisco,
California
|
$52M
|
+$50.5M
|
+559,905
|
New
|
|
|
9
|
Bank of New York Mellon
New York
|
$47.2M
|
+$2.93M
|
+32,499
|
+7%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$40M
|
+$2.65M
|
+29,372
|
+7%
|
|
|
11
|
|
$30.9M
|
-$7.07M
|
-78,402
|
-19%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.8M
|
+$1.83M
|
+20,258
|
+7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$27.1M
|
+$1.92M
|
+21,335
|
+8%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$24.1M
|
-$1.74M
|
-19,266
|
-7%
|
|
|
15
|
Win Advisors
Palm Beach Gardens,
Florida
|
$23.6M
|
+$22.9M
|
+253,785
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21M
|
+$2.08M
|
+23,086
|
+11%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.3M
|
+$2.27M
|
+25,215
|
+13%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$20.1M
|
+$180K
|
+1,999
|
+0.9%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$19.1M
|
-$92.6K
|
-1,027
|
-0.5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$19.1M
|
+$1.44M
|
+15,996
|
+8%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$19M
|
-$677K
|
-7,510
|
-4%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$16.3M
|
+$56.1K
|
+622
|
+0.4%
|
|
|
23
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$14.9M
|
+$14.4M
|
+159,962
|
New
|
|
|
24
|
Gradient Investments
Arden Hills,
Minnesota
|
$14.8M
|
+$5.58M
|
+61,855
|
+63%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.4M
|
-$414K
|
-4,590
|
-3%
|
|
