|
1
|
|
$400M
|
+$15.4M
|
+179,018
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$164M
|
-$15M
|
-174,423
|
-8%
|
|
|
3
|
|
$138M
|
-$40.3M
|
-469,902
|
-23%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$127M
|
+$73.2M
|
+853,823
|
+139%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$77.8M
|
+$16.9M
|
+197,560
|
+28%
|
|
|
6
|
|
$54.4M
|
-$6.34M
|
-73,923
|
-11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$53M
|
-$1.56M
|
-18,193
|
-3%
|
|
|
8
|
One Capital Management
Westlake Village,
California
|
$45.5M
|
+$44.5M
|
+518,807
|
+7,764%
|
|
|
9
|
Bank of New York Mellon
New York
|
$39.1M
|
-$4.84M
|
-56,450
|
-11%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$37.5M
|
+$235K
|
+2,740
|
+0.6%
|
|
|
11
|
|
$34.7M
|
+$5.75M
|
+67,073
|
+20%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$26.2M
|
+$964K
|
+11,241
|
+4%
|
|
|
13
|
|
$25.3M
|
+$23.3M
|
+271,804
|
+1,315%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.8M
|
+$6.29M
|
+73,319
|
+34%
|
|
|
15
|
Win Advisors
Palm Beach Gardens,
Florida
|
$22.1M
|
+$89.5K
|
+1,044
|
+0.4%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$21.9M
|
-$554K
|
-6,460
|
-2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.4M
|
-$5.4M
|
-63,017
|
-20%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20M
|
+$426K
|
+4,964
|
+2%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$19.1M
|
+$373K
|
+4,345
|
+2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$19M
|
+$1.26M
|
+14,637
|
+7%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$17.3M
|
-$454K
|
-5,290
|
-3%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$17.1M
|
+$1.89M
|
+22,036
|
+13%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.6M
|
+$11.3M
|
+131,786
|
+220%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$16.6M
|
-$1.13M
|
-13,205
|
-6%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$13.4M
|
+$1.13M
|
+13,125
|
+9%
|
|
