|
1
|
|
$400M
|
-$92.6M
|
-849,201
|
-18%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$208M
|
+$1.48M
|
+13,572
|
+0.7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$148M
|
-$26.9M
|
-246,734
|
-15%
|
|
|
4
|
|
$127M
|
-$16.4M
|
-150,143
|
-11%
|
|
|
5
|
Bank of New York Mellon
New York
|
$114M
|
+$9.78M
|
+89,622
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$103M
|
+$513K
|
+4,703
|
+0.5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$101M
|
+$5.29M
|
+48,505
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$47.5M
|
-$3.65M
|
-33,445
|
-7%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$45.6M
|
-$13.2M
|
-120,943
|
-21%
|
|
|
10
|
IMA Advisory Services
Denver,
Colorado
|
$42.5M
|
-$47.4M
|
-434,899
|
-51%
|
|
|
11
|
|
$42M
|
-$1.66M
|
-15,170
|
-4%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$35.2M
|
-$6.38M
|
-58,516
|
-15%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$33M
|
-$67.8K
|
-621
|
-0.2%
|
|
|
14
|
|
$30M
|
+$2.5M
|
+22,956
|
+9%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$28.5M
|
-$391K
|
-3,580
|
-1%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$28M
|
+$9.19M
|
+84,268
|
+45%
|
|
|
17
|
|
$27.6M
|
+$1.95M
|
+17,894
|
+7%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$22.6M
|
-$3.24M
|
-29,669
|
-12%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21M
|
-$3.7M
|
-33,943
|
-14%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$20.2M
|
+$750K
|
+6,872
|
+4%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$19.3M
|
+$114K
|
+1,045
|
+0.6%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$18.7M
|
-$81.6K
|
-748
|
-0.4%
|
|
|
23
|
Park Avenue Securities
New York
|
$17.6M
|
+$603K
|
+5,531
|
+3%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.3M
|
-$7.62M
|
-69,845
|
-29%
|
|
|
25
|
Manchester Capital Management
Manchester,
Vermont
|
$17.1M
|
+$3.84M
|
+35,221
|
+27%
|
|
