|
1
|
|
$366M
|
+$6.89M
|
+81,233
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$176M
|
-$72.1M
|
-849,762
|
-28%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$142M
|
+$4.43M
|
+52,301
|
+3%
|
|
|
4
|
|
$122M
|
-$1.69M
|
-19,911
|
-1%
|
|
|
5
|
Bank of New York Mellon
New York
|
$90.5M
|
+$19.9M
|
+235,262
|
+27%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$83.7M
|
+$2.35M
|
+27,766
|
+3%
|
|
|
7
|
Syntrinsic
Denver,
Colorado
|
$64.5M
|
+$67.3M
|
+793,429
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$56.4M
|
+$8.26M
|
+97,429
|
+16%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$53.4M
|
+$55.7M
|
+656,411
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$44M
|
-$2.14M
|
-25,267
|
-4%
|
|
|
11
|
|
$43.4M
|
-$609K
|
-7,180
|
-1%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.7M
|
+$3.76M
|
+44,383
|
+11%
|
|
|
13
|
|
$30.4M
|
-$2.59M
|
-30,595
|
-8%
|
|
|
14
|
SEI Investments
Oaks,
Pennsylvania
|
$29.1M
|
+$260K
|
+3,064
|
+0.9%
|
|
|
15
|
Dunhill Financial
London,
United Kingdom
|
$22.7M
|
+$3.12M
|
+36,799
|
+16%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$20.4M
|
+$125K
|
+1,477
|
+0.6%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$20.2M
|
-$14.6M
|
-171,630
|
-41%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$16.9M
|
-$489K
|
-5,771
|
-3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.9M
|
-$310K
|
-3,656
|
-2%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$15.5M
|
-$459K
|
-5,410
|
-3%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$15.3M
|
+$99.5K
|
+1,174
|
+0.6%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$14.4M
|
-$11.2K
|
-132
|
-0.1%
|
|
|
23
|
Park Avenue Securities
New York
|
$14M
|
-$1.47M
|
-17,370
|
-9%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.5M
|
-$509
|
-6
|
-0%
|
|
|
25
|
Fiduciary Trust
Boston,
Massachusetts
|
$12M
|
-$179K
|
-2,107
|
-1%
|
|
