|
1
|
|
$338M
|
-$21.1M
|
-279,880
|
-6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$236M
|
-$37.6M
|
-497,710
|
-14%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$136M
|
-$60M
|
-794,327
|
-31%
|
|
|
4
|
|
$124M
|
-$9.25M
|
-122,493
|
-7%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$73.9M
|
+$4.81M
|
+63,705
|
+7%
|
|
|
6
|
Bank of New York Mellon
New York
|
$60.6M
|
-$1.1M
|
-14,621
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$49M
|
+$2.14M
|
+28,333
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$45.5M
|
-$2.27M
|
-30,036
|
-5%
|
|
|
9
|
|
$44.7M
|
-$2.19M
|
-29,016
|
-5%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$35.5M
|
-$1.59M
|
-20,996
|
-4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.6M
|
-$3.9M
|
-51,600
|
-11%
|
|
|
12
|
|
$30.7M
|
-$36.3K
|
-480
|
-0.1%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$27.6M
|
+$2.76M
|
+36,595
|
+12%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$19.3M
|
+$55.8K
|
+739
|
+0.3%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$17.8M
|
-$631K
|
-8,358
|
-4%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$15.3M
|
+$207K
|
+2,734
|
+1%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
-$10M
|
-132,498
|
-41%
|
|
|
18
|
Park Avenue Securities
New York
|
$14.5M
|
-$2.25M
|
-29,817
|
-14%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$14.3M
|
-$107K
|
-1,411
|
-0.8%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.6M
|
+$8.25M
|
+109,235
|
+210%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.7M
|
-$3.24M
|
-42,935
|
-22%
|
|
|
22
|
Fiduciary Trust
Boston,
Massachusetts
|
$11.6M
|
–
|
–
|
–
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$11.5M
|
+$316K
|
+4,181
|
+3%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$11M
|
-$2.19M
|
-28,962
|
-17%
|
|
|
25
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$10.7M
|
-$314K
|
-4,159
|
-3%
|
|
