|
1
|
|
$530M
|
+$11M
|
+105,177
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$238M
|
-$24.7M
|
-236,047
|
-10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
-$7.79M
|
-74,310
|
-5%
|
|
|
4
|
|
$166M
|
-$2.17M
|
-20,703
|
-1%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$107M
|
-$1.9M
|
-18,142
|
-2%
|
|
|
6
|
Bank of New York Mellon
New York
|
$106M
|
+$2.52M
|
+24,017
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$89M
|
-$1.65M
|
-15,709
|
-2%
|
|
|
8
|
Syntrinsic
Denver,
Colorado
|
$69.9M
|
-$16.9M
|
-161,305
|
-20%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$67.2M
|
-$8.46M
|
-80,726
|
-12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$52.5M
|
-$1.04M
|
-9,903
|
-2%
|
|
|
11
|
|
$47.9M
|
-$738K
|
-7,041
|
-2%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$42.4M
|
+$22.4M
|
+214,048
|
+122%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$33.6M
|
+$518K
|
+4,942
|
+2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$31.3M
|
+$2.8M
|
+26,712
|
+10%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$31.1M
|
+$1.09M
|
+10,372
|
+4%
|
|
|
16
|
|
$28.7M
|
-$279K
|
-2,659
|
-1%
|
|
|
17
|
|
$28.3M
|
-$724K
|
-6,903
|
-3%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.6M
|
-$1.05M
|
-9,989
|
-4%
|
|
|
19
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$25.3M
|
-$3.62M
|
-34,540
|
-13%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.7M
|
-$1.78K
|
-17
|
-0%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$20.8M
|
-$1.49M
|
-14,195
|
-7%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$20.1M
|
-$109K
|
-1,039
|
-0.6%
|
|
|
23
|
Park Avenue Securities
New York
|
$19.3M
|
-$2.13M
|
-20,362
|
-10%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$17.9M
|
+$922K
|
+8,791
|
+6%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16.1M
|
-$256K
|
-2,441
|
-2%
|
|
