|
1
|
|
$820M
|
+$383M
|
+4,514,124
|
+100%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$222M
|
+$23.2M
|
+273,658
|
+13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
+$10.4M
|
+123,007
|
+7%
|
|
|
4
|
|
$152M
|
+$15.2M
|
+178,585
|
+12%
|
|
|
5
|
Bank of New York Mellon
New York
|
$110M
|
+$8.62M
|
+101,664
|
+9%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$95.6M
|
+$1.98M
|
+23,312
|
+2%
|
|
|
7
|
Syntrinsic
Denver,
Colorado
|
$70.1M
|
-$1.92M
|
-22,675
|
-3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$70.1M
|
+$6.51M
|
+76,752
|
+11%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$68.5M
|
+$8.16M
|
+96,140
|
+15%
|
|
|
10
|
|
$46.8M
|
-$1.6M
|
-18,899
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$46.8M
|
-$2.31M
|
-27,281
|
-5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.5M
|
-$6.05M
|
-71,270
|
-16%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$33.7M
|
+$1.07M
|
+12,577
|
+4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$30.8M
|
+$12.8M
|
+150,883
|
+80%
|
|
|
15
|
|
$26.4M
|
-$7.09M
|
-83,561
|
-22%
|
|
|
16
|
|
$24.7M
|
+$21.2M
|
+249,424
|
+1,167%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$22.5M
|
-$208K
|
-2,448
|
-1%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$19.9M
|
+$943K
|
+11,121
|
+5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.3M
|
+$559K
|
+6,586
|
+3%
|
|
|
20
|
Park Avenue Securities
New York
|
$18.3M
|
+$2.48M
|
+29,260
|
+17%
|
|
|
21
|
Dunhill Financial
London,
United Kingdom
|
$17.8M
|
-$6.65M
|
-78,401
|
-29%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$17.5M
|
+$94.6K
|
+1,115
|
+0.6%
|
|
|
23
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$16.1M
|
+$15M
|
+177,223
|
New
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$15.9M
|
-$181K
|
-2,132
|
-1%
|
|
|
25
|
Trillium Asset Management
Boston,
Massachusetts
|
$15.6M
|
+$8.89M
|
+104,736
|
+156%
|
|
