|
1
|
|
$445M
|
-$7.77M
|
-73,005
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$231M
|
-$5.17M
|
-48,571
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$167M
|
-$378K
|
-3,548
|
-0.2%
|
|
|
4
|
|
$139M
|
-$4.74M
|
-44,554
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$135M
|
+$16.2M
|
+152,319
|
+15%
|
|
|
6
|
Bank of New York Mellon
New York
|
$133M
|
+$4.09M
|
+38,420
|
+3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$108M
|
-$6.09M
|
-57,193
|
-6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$52.3M
|
-$1.54M
|
-14,416
|
-3%
|
|
|
9
|
IMA Advisory Services
Denver,
Colorado
|
$46.5M
|
-$1.58M
|
-14,814
|
-4%
|
|
|
10
|
|
$46.1M
|
-$1.39M
|
-13,011
|
-3%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$45.7M
|
-$5.53M
|
-51,941
|
-12%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$40M
|
+$2.3M
|
+21,627
|
+7%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$39.8M
|
-$47.9K
|
-450
|
-0.1%
|
|
|
14
|
SEI Investments
Oaks,
Pennsylvania
|
$33.8M
|
+$1.38M
|
+12,968
|
+5%
|
|
|
15
|
|
$31.9M
|
-$1.91M
|
-17,947
|
-6%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$31.7M
|
-$5.23M
|
-49,151
|
-18%
|
|
|
17
|
|
$26.6M
|
-$4.4M
|
-41,363
|
-15%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$25.8M
|
+$151K
|
+1,422
|
+0.6%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.8M
|
+$51.8K
|
+486
|
+0.2%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$21.7M
|
-$245K
|
-2,297
|
-1%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$21.2M
|
-$34.5K
|
-324
|
-0.2%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.7M
|
+$1.86M
|
+17,439
|
+11%
|
|
|
23
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$20M
|
+$960K
|
+9,015
|
+6%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$20M
|
-$2.72M
|
-25,521
|
-13%
|
|
|
25
|
Park Avenue Securities
New York
|
$19.9M
|
-$74.4K
|
-699
|
-0.4%
|
|
