|
1
|
|
$495M
|
+$21.3M
|
+212,416
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$251M
|
+$152K
|
+1,523
|
+0.1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
+$6.66M
|
+66,544
|
+4%
|
|
|
4
|
|
$161M
|
-$8.38M
|
-83,742
|
-5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$104M
|
-$506K
|
-5,056
|
-0.5%
|
|
|
6
|
Bank of New York Mellon
New York
|
$98.6M
|
-$868K
|
-8,675
|
-0.9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$86.6M
|
+$1.93M
|
+19,310
|
+2%
|
|
|
8
|
Syntrinsic
Denver,
Colorado
|
$83.5M
|
+$1.34M
|
+13,372
|
+2%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$72.5M
|
-$479K
|
-4,783
|
-0.7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$51.1M
|
-$3.07M
|
-30,716
|
-6%
|
|
|
11
|
|
$46.4M
|
-$4.3M
|
-42,938
|
-9%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$31.6M
|
+$400K
|
+3,993
|
+1%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$28.6M
|
-$3.35M
|
-33,465
|
-11%
|
|
|
14
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$27.7M
|
+$657K
|
+6,567
|
+3%
|
|
|
15
|
|
$27.7M
|
-$7.27M
|
-72,673
|
-21%
|
|
|
16
|
|
$27.7M
|
+$358K
|
+3,574
|
+1%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$27.1M
|
+$367K
|
+3,669
|
+1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.5M
|
+$3.42M
|
+34,195
|
+16%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.6M
|
+$1.4M
|
+13,985
|
+7%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$21.3M
|
-$381K
|
-3,808
|
-2%
|
|
|
21
|
Park Avenue Securities
New York
|
$20.6M
|
+$264K
|
+2,639
|
+1%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$19.3M
|
-$275K
|
-2,746
|
-1%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$18.2M
|
-$76.3K
|
-763
|
-0.4%
|
|
|
24
|
Dunhill Financial
London,
United Kingdom
|
$17.2M
|
-$945K
|
-9,445
|
-5%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$16.2M
|
+$1.16M
|
+11,591
|
+8%
|
|
