|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$187M
|
+$25.4M
|
+627,904
|
+16%
|
|
|
2
|
|
$73M
|
+$12.8M
|
+315,823
|
+21%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$61.2M
|
+$5.26M
|
+129,920
|
+9%
|
|
|
4
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$58.2M
|
+$1.64M
|
+40,572
|
+3%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$39.7M
|
+$8.12M
|
+200,652
|
+26%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34M
|
+$34.1M
|
+842,779
|
New
|
|
|
7
|
Fiduciary Trust
Boston,
Massachusetts
|
$33.9M
|
+$2.56M
|
+63,180
|
+8%
|
|
|
8
|
Vontobel Holding
Zurich,
Switzerland
|
$28.8M
|
–
|
–
|
–
|
|
|
9
|
Citizens Financial Group
Providence,
Rhode Island
|
$26.8M
|
+$24.8K
|
+613
|
+0.1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$20M
|
+$1.26M
|
+31,018
|
+7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$18.6M
|
+$6.76M
|
+167,051
|
+57%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$18M
|
+$1.77M
|
+43,767
|
+11%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$15.3M
|
+$2.28M
|
+56,303
|
+17%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.4M
|
+$2.4M
|
+59,306
|
+22%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.5M
|
-$3.23M
|
-79,861
|
-20%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$11.1M
|
-$1.12M
|
-27,598
|
-9%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$10.8M
|
+$2.23M
|
+54,988
|
+26%
|
|
|
18
|
Park Avenue Securities
New York
|
$9.93M
|
+$1.25M
|
+30,780
|
+14%
|
|
|
19
|
Accredited Investors
Edina,
Minnesota
|
$9.6M
|
+$710K
|
+17,533
|
+8%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$9.12M
|
+$2.05M
|
+50,593
|
+29%
|
|
|
21
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$8.55M
|
+$758K
|
+18,715
|
+10%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$8.36M
|
+$920K
|
+22,712
|
+12%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$8.29M
|
+$6.26M
|
+154,710
|
+304%
|
|
|
24
|
Acorns Advisers
Irvine,
California
|
$8.15M
|
+$2.86M
|
+70,703
|
+54%
|
|
|
25
|
WrapManager Inc
Mill Valley,
California
|
$7.01M
|
+$10.2K
|
+251
|
+0.1%
|
|
