|
1
|
|
$335M
|
+$3.16M
|
+40,506
|
+0.9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$246M
|
+$152M
|
+1,953,016
|
+133%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$150M
|
+$15M
|
+192,462
|
+10%
|
|
|
4
|
|
$111M
|
-$3.82M
|
-49,088
|
-3%
|
|
|
5
|
Bank of New York Mellon
New York
|
$55.4M
|
+$24.9M
|
+319,238
|
+71%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$53M
|
-$12.7M
|
-162,638
|
-18%
|
|
|
7
|
|
$46.2M
|
+$1.1M
|
+14,143
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$44.2M
|
+$210K
|
+2,698
|
+0.4%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$33M
|
+$13M
|
+167,503
|
+57%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$31.9M
|
+$850K
|
+10,912
|
+3%
|
|
|
11
|
|
$29.5M
|
+$749K
|
+9,616
|
+2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$26.5M
|
+$11.6M
|
+148,584
|
+68%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$22.3M
|
+$554K
|
+7,114
|
+2%
|
|
|
14
|
|
$21.4M
|
+$454K
|
+5,825
|
+2%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20M
|
+$2.41M
|
+30,915
|
+13%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$19.5M
|
+$5.51M
|
+70,754
|
+35%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$17.4M
|
-$856K
|
-10,984
|
-4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.2M
|
+$7.5M
|
+96,262
|
+68%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$16.3M
|
+$438K
|
+5,624
|
+3%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.4M
|
-$2.44M
|
-31,265
|
-14%
|
|
|
21
|
Park Avenue Securities
New York
|
$14.4M
|
+$8.02M
|
+102,958
|
+107%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$13.7M
|
-$461K
|
-5,924
|
-3%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$13.6M
|
-$204K
|
-2,614
|
-1%
|
|
|
24
|
55I LLC
Boston,
Massachusetts
|
$12.8M
|
+$9.04M
|
+116,104
|
+185%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$11.9M
|
+$892K
|
+11,450
|
+7%
|
|
