|
1
|
|
$312M
|
-$244K
|
-3,256
|
-0.1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$233M
|
+$4.49M
|
+59,809
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$137M
|
-$3.12M
|
-41,548
|
-2%
|
|
|
4
|
|
$108M
|
+$5.08M
|
+67,638
|
+4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$58.7M
|
+$10.6M
|
+141,430
|
+19%
|
|
|
6
|
Bank of New York Mellon
New York
|
$50.1M
|
-$1.72M
|
-22,976
|
-3%
|
|
|
7
|
|
$46.2M
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$40.6M
|
-$577K
|
-7,687
|
-1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$36.1M
|
+$17.2M
|
+228,886
|
+74%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.6M
|
+$937K
|
+12,479
|
+3%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$31.3M
|
+$1.69M
|
+22,535
|
+5%
|
|
|
12
|
|
$27M
|
-$482K
|
-6,424
|
-2%
|
|
|
13
|
|
$19.4M
|
-$618K
|
-8,233
|
-3%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
-$8.26M
|
-110,037
|
-30%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$16.1M
|
-$99.6K
|
-1,327
|
-0.5%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$15.5M
|
+$383K
|
+5,100
|
+2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15M
|
-$4.01M
|
-53,382
|
-19%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$14.4M
|
-$4.23M
|
-56,315
|
-21%
|
|
|
19
|
Park Avenue Securities
New York
|
$14.3M
|
+$994K
|
+13,249
|
+7%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$12.9M
|
+$68.4K
|
+911
|
+0.5%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.8M
|
-$709K
|
-9,448
|
-5%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$12.5M
|
-$164K
|
-2,179
|
-1%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$11.7M
|
+$669K
|
+8,919
|
+5%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11M
|
-$95.1K
|
-1,267
|
-0.8%
|
|
|
25
|
55I LLC
Boston,
Massachusetts
|
$11M
|
-$1.12M
|
-14,877
|
-8%
|
|
